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 | $51,270 | $94,529-45.8% | $140,019-63.4% | $64,173-20.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 21.17% | 7.77%+13.4pp | 651.17%-630.0pp | 7.63%+13.5pp |
| Employer contribution / active EE | $14,507 | $3,812+280.5% | $5,605+158.8% | $2,381+509.3% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $103 | $6,741-98.5% | $10,705-99.0% | $4,887-97.9% |