Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,985 | $74,879,922-99.7% | $40,145,923-99.5% | $273,972-28.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 7.95% | 2.55%+5.4pp | 5.24%+2.7pp | 41.46%-33.5pp |
| Employer contribution / active EE | $5,665 | $2,350+141.0% | $1,844+207.2% | $4,869+16.3% |
| Participant deferral / active EE | $4,138 | $2,962+39.7% | $2,591+59.7% | $5,287-21.7% |
| Admin fee / account holder | $0 | $3,725-100.0% | $2,903-100.0% | $10,133-100.0% |