Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,302 | $92,219-72.6% | $76,767-67.0% | $135,380-81.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 27.30% | 5.46%+21.8pp | 2.43%+24.9pp | 519.81%-492.5pp |
| Employer contribution / active EE | $2,797 | $3,216-13.0% | $2,485+12.6% | $4,779-41.5% |
| Participant deferral / active EE | $8,170 | $4,508+81.2% | $3,852+112.1% | $5,609+45.7% |
| Admin fee / account holder | $220 | $10,749-98.0% | $6,675-96.7% | $10,828-98.0% |