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 | $102,526 | $139,948-26.7% | $121,663-15.7% | $154,746-33.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 9.22% | 230.52%-221.3pp | 147.54%-138.3pp | 172.34%-163.1pp |
| Employer contribution / active EE | $15,000 | $3,521+326.0% | $3,020+396.7% | $4,379+242.5% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $70 | $17,321-99.6% | $14,289-99.5% | $14,365-99.5% |