Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,588 | $110,337-32.4% | $102,383-27.1% | $145,877-48.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.92% | 24.83%-12.9pp | 24.94%-13.0pp | 551.28%-539.4pp |
| Employer contribution / active EE | $2,040 | $4,216-51.6% | $3,870-47.3% | $4,663-56.3% |
| Participant deferral / active EE | $11,914 | $5,621+112.0% | $5,060+135.5% | $6,691+78.1% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |