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 | $78,447 | $100,203-21.7% | $85,240-8.0% | $145,897-46.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.09% | 84.28%-71.2pp | 66.75%-53.7pp | 552.29%-539.2pp |
| Employer contribution / active EE | $30,048 | $3,242+826.9% | $2,735+998.5% | $4,663+544.4% |
| Participant deferral / active EE | $15,250 | $5,299+187.8% | $4,527+236.9% | $6,689+128.0% |
| Admin fee / account holder | $74 | $7,265-99.0% | $6,165-98.8% | $13,390-99.4% |