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 | $28,711 | $111,814-74.3% | $103,374-72.2% | $145,959-80.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 26.38% | 24.77%+1.6pp | 24.89%+1.5pp | 561.95%-535.6pp |
| Employer contribution / active EE | $5,035 | $4,214+19.5% | $3,869+30.1% | $4,661+8.0% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $154 | $9,754-98.4% | $8,394-98.2% | $13,398-98.9% |