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 | $50,700 | $77,416-34.5% | $69,464-27.0% | $152,897-66.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 23.52% | 39.08%-15.6pp | 28.98%-5.5pp | 345.43%-321.9pp |
| Employer contribution / active EE | $6,083 | $3,315+83.5% | $2,779+118.9% | $4,764+27.7% |
| Participant deferral / active EE | $0 | $4,413-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $146 | $6,208-97.6% | $3,840-96.2% | $11,599-98.7% |