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 | $139,212 | $105,864+31.5% | $90,162+54.4% | $147,585-5.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.45% | 37.63%-16.2pp | 34.88%-13.4pp | 578.57%-557.1pp |
| Employer contribution / active EE | $2,520 | $4,126-38.9% | $3,318-24.0% | $4,876-48.3% |
| Participant deferral / active EE | $17,597 | $5,733+206.9% | $5,287+232.8% | $5,439+223.5% |
| Admin fee / account holder | $193 | $8,046-97.6% | $5,943-96.7% | $10,885-98.2% |