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 | $52,525 | $152,619-65.6% | $125,195-58.0% | $152,909-65.6% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 25.37% | 54.85%-29.5pp | 43.79%-18.4pp | 345.46%-320.1pp |
| Employer contribution / active EE | $2,534 | $4,947-48.8% | $3,866-34.5% | $4,764-46.8% |
| Participant deferral / active EE | $7,738 | $5,869+31.9% | $4,937+56.7% | $5,851+32.2% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |