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 | $47,932 | $74,879,922-99.9% | $40,145,923-99.9% | $273,972-82.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 5.49% | 2.55%+2.9pp | 5.24%+0.3pp | 41.46%-36.0pp |
| Employer contribution / active EE | $1,201 | $2,350-48.9% | $1,844-34.9% | $4,869-75.3% |
| Participant deferral / active EE | $3,688 | $2,962+24.5% | $2,591+42.4% | $5,287-30.2% |
| Admin fee / account holder | $8 | $3,725-99.8% | $2,903-99.7% | $10,133-99.9% |