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 | $39,376 | $87,166-54.8% | $76,735-48.7% | $137,256-71.3% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.5%+10.5pp | 80.0%0pp |
| Annual return | 11.25% | 26.50%-15.3pp | 29.77%-18.5pp | 220.34%-209.1pp |
| Employer contribution / active EE | $12,330 | $2,904+324.5% | $2,454+402.4% | $4,156+196.7% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |