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 | $56,666 | $90,614-37.5% | $76,089-25.5% | $145,877-61.2% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 16.97% | 623.80%-606.8pp | 360.94%-344.0pp | 551.28%-534.3pp |
| Employer contribution / active EE | $1,627 | $3,324-51.1% | $2,690-39.5% | $4,663-65.1% |
| Participant deferral / active EE | $3,946 | $5,168-23.6% | $4,259-7.3% | $6,691-41.0% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |