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 | $94,411 | $82,678+14.2% | $125,391-24.7% | $68,490+37.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 11.29% | -5.97%+17.3pp | 572.41%-561.1pp | -7.85%+19.1pp |
| Employer contribution / active EE | $22,882 | $3,382+576.5% | $4,816+375.2% | $2,597+781.2% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $248 | $6,277-96.1% | $10,009-97.5% | $5,403-95.4% |