Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,893 | $105,929-88.8% | $81,926-85.5% | $158,950-92.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 32.40% | 38.19%-5.8pp | 29.49%+2.9pp | 302.91%-270.5pp |
| Employer contribution / active EE | $2,832 | $7,802-63.7% | $4,310-34.3% | $4,762-40.5% |
| Participant deferral / active EE | $9,330 | $13,007-28.3% | $7,108+31.3% | $5,983+56.0% |
| Admin fee / account holder | $111 | $8,492-98.7% | $5,159-97.9% | $11,248-99.0% |