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 | $46,262 | $113,338-59.2% | $94,993-51.3% | $147,586-68.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 16.60% | 20.80%-4.2pp | 27.14%-10.5pp | 578.59%-562.0pp |
| Employer contribution / active EE | $1,838 | $3,160-41.9% | $2,603-29.4% | $4,876-62.3% |
| Participant deferral / active EE | $5,879 | $3,777+55.7% | $3,317+77.2% | $5,439+8.1% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |