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 | $56,217 | $211,239-73.4% | $178,528-68.5% | $145,877-61.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.46% | 30.22%-12.8pp | 27.11%-9.7pp | 551.28%-533.8pp |
| Employer contribution / active EE | $5,794 | $4,570+26.8% | $3,950+46.7% | $4,663+24.3% |
| Participant deferral / active EE | $6,042 | $6,963-13.2% | $6,278-3.8% | $6,691-9.7% |
| Admin fee / account holder | $9 | $12,095-99.9% | $10,419-99.9% | $13,402-99.9% |