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 | $65,179 | $228,352-71.5% | $185,835-64.9% | $158,966-59.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.58% | 40.81%-26.2pp | 35.96%-21.4pp | 302.95%-288.4pp |
| Employer contribution / active EE | $3,167 | $4,967-36.2% | $4,087-22.5% | $4,762-33.5% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $219 | $11,867-98.2% | $9,502-97.7% | $11,250-98.1% |