Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,097 | $162,785-65.5% | $133,959-58.1% | $158,950-64.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.34% | 41.94%-24.6pp | 45.09%-27.8pp | 302.91%-285.6pp |
| Employer contribution / active EE | $10,752 | $4,975+116.1% | $3,919+174.4% | $4,762+125.8% |
| Participant deferral / active EE | $9,598 | $5,910+62.4% | $5,047+90.2% | $5,983+60.4% |
| Admin fee / account holder | $20 | $11,738-99.8% | $8,928-99.8% | $11,248-99.8% |