Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,148 | $227,597-83.2% | $189,575-79.9% | $167,536-77.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 17.46% | 78.44%-61.0pp | 64.19%-46.7pp | 478.82%-461.4pp |
| Employer contribution / active EE | $3,345 | $5,316-37.1% | $4,412-24.2% | $4,839-30.9% |
| Participant deferral / active EE | $9,992 | $7,002+42.7% | $6,174+61.9% | $6,342+57.6% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |