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 | $72,833 | $113,339-35.7% | $94,993-23.3% | $147,585-50.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 26.88% | 20.77%+6.1pp | 27.12%-0.2pp | 578.57%-551.7pp |
| Employer contribution / active EE | $7,580 | $3,160+139.8% | $2,603+191.1% | $4,876+55.4% |
| Participant deferral / active EE | $12,750 | $3,777+237.6% | $3,317+284.4% | $5,439+134.4% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |