Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,366 | $208,088-55.6% | $186,193-50.4% | $154,746-40.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 19.18% | 89.97%-70.8pp | 78.03%-58.8pp | 172.34%-153.2pp |
| Employer contribution / active EE | $3,532 | $4,340-18.6% | $3,918-9.9% | $4,379-19.3% |
| Participant deferral / active EE | $10,645 | $7,078+50.4% | $6,513+63.4% | $6,730+58.2% |
| Admin fee / account holder | $101 | $11,698-99.1% | $11,058-99.1% | $14,365-99.3% |