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 | $85,259 | $117,433-27.4% | $99,475-14.3% | $152,897-44.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 22.46% | 31.87%-9.4pp | 30.72%-8.3pp | 345.43%-323.0pp |
| Employer contribution / active EE | $2,796 | $3,013-7.2% | $2,540+10.1% | $4,764-41.3% |
| Participant deferral / active EE | $9,289 | $4,086+127.3% | $3,619+156.7% | $5,851+58.7% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,599-100.0% |