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 | $70,287 | $109,359-35.7% | $162,185-56.7% | $72,976-3.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 28.53% | 25.46%+3.1pp | 115.61%-87.1pp | 81.02%-52.5pp |
| Employer contribution / active EE | $12,939 | $3,907+231.2% | $5,613+130.5% | $2,440+430.3% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $148 | $7,972-98.1% | $10,844-98.6% | $5,124-97.1% |