Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,624 | $167,504-71.6% | $151,628-68.6% | $134,509-64.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -1.90% | 7.81%-9.7pp | 3.34%-5.2pp | 418.13%-420.0pp |
| Employer contribution / active EE | $15,089 | $6,828+121.0% | $6,165+144.7% | $4,741+218.3% |
| Participant deferral / active EE | $17,750 | $8,985+97.6% | $8,363+112.3% | $6,400+177.3% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |