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 | $18,823 | $74,879,922-100.0% | $40,145,923-100.0% | $273,972-93.1% |
| Participation rate | 83.3% | 74.1%+9.3pp | 68.4%+14.9pp | 83.0%+0.3pp |
| Annual return | 12.90% | 2.55%+10.4pp | 5.24%+7.7pp | 41.46%-28.6pp |
| Employer contribution / active EE | $2,080 | $2,350-11.5% | $1,844+12.8% | $4,869-57.3% |
| Participant deferral / active EE | $10,307 | $2,962+248.0% | $2,591+297.8% | $5,287+94.9% |
| Admin fee / account holder | $0 | $3,725-100.0% | $2,903-100.0% | $10,133-100.0% |