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 | $103,824 | $125,797-17.5% | $170,043-38.9% | $75,173+38.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 17.95% | 27.20%-9.2pp | 53.40%-35.4pp | 160.72%-142.8pp |
| Employer contribution / active EE | $5,037 | $4,616+9.1% | $6,790-25.8% | $2,671+88.6% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11 | $8,177-99.9% | $12,824-99.9% | $5,651-99.8% |