Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,232 | $100,073-51.8% | $85,126-43.3% | $145,877-66.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.91% | 84.11%-75.2pp | 66.63%-57.7pp | 551.28%-542.4pp |
| Employer contribution / active EE | $2,218 | $3,236-31.5% | $2,731-18.8% | $4,663-52.4% |
| Participant deferral / active EE | $16,610 | $5,294+213.7% | $4,523+267.2% | $6,691+148.3% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |