Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,005 | $158,852-62.2% | $121,220-50.5% | $135,380-55.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 13.41% | -0.64%+14.0pp | 16.94%-3.5pp | 519.81%-506.4pp |
| Employer contribution / active EE | $2,278 | $5,666-59.8% | $4,023-43.4% | $4,779-52.3% |
| Participant deferral / active EE | $2,278 | $4,006-43.1% | $3,345-31.9% | $5,609-59.4% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |