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 | $77,215 | $108,825-29.0% | $156,181-50.6% | $82,448-6.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 17.33% | 20.59%-3.3pp | 64.87%-47.5pp | 41.64%-24.3pp |
| Employer contribution / active EE | $7,595 | $2,870+164.7% | $4,294+76.9% | $2,551+197.7% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $252 | $9,341-97.3% | $14,586-98.3% | $7,234-96.5% |