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 | $46,253 | $165,912-72.1% | $122,342-62.2% | $147,585-68.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 12.50% | 34.55%-22.1pp | 30.28%-17.8pp | 578.57%-566.1pp |
| Employer contribution / active EE | $5,607 | $5,754-2.6% | $4,051+38.4% | $4,876+15.0% |
| Participant deferral / active EE | $1,165 | $4,005-70.9% | $3,287-64.6% | $5,439-78.6% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |