Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,676 | $223,929-26.0% | $609,303-72.8% | $223,929-26.0% |
| Participation rate | 100.0% | 92.9%+7.1pp | 100.0%0pp | 92.9%+7.1pp |
| Annual return | 19.45% | 7.04%+12.4pp | 17.49%+2.0pp | 7.04%+12.4pp |
| Employer contribution / active EE | $2,730 | $11,707-76.7% | $4,227-35.4% | $11,707-76.7% |
| Participant deferral / active EE | $8,700 | $8,889-2.1% | $13,331-34.7% | $8,889-2.1% |
| Admin fee / account holder | $0 | $71,143-100.0% | $2,007-100.0% | $71,143-100.0% |