Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,667 | $55,684+163.4% | $75,900+93.2% | $72,976+101.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 0.00% | 27.60%-27.6pp | 30.73%-30.7pp | 81.02%-81.0pp |
| Employer contribution / active EE | $3,218 | $1,687+90.7% | $2,501+28.6% | $2,440+31.9% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,604-100.0% | $3,608-100.0% |
| Admin fee / account holder | $203 | $3,981-94.9% | $5,421-96.2% | $5,124-96.0% |