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 | $25,012 | $227,597-89.0% | $189,575-86.8% | $167,536-85.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 20.17% | 78.44%-58.3pp | 64.19%-44.0pp | 478.82%-458.6pp |
| Employer contribution / active EE | $2,188 | $5,316-58.8% | $4,412-50.4% | $4,839-54.8% |
| Participant deferral / active EE | $6,473 | $7,002-7.6% | $6,174+4.8% | $6,342+2.1% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |