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 | $57,431 | $165,939-65.4% | $122,354-53.1% | $147,586-61.1% |
| Participation rate | 80.0% | 79.6%+0.4pp | 71.6%+8.4pp | 82.8%-2.8pp |
| Annual return | 54.43% | 34.56%+19.9pp | 30.28%+24.2pp | 578.59%-524.2pp |
| Employer contribution / active EE | $1,469 | $5,754-74.5% | $4,051-63.7% | $4,876-69.9% |
| Participant deferral / active EE | $6,228 | $4,005+55.5% | $3,287+89.5% | $5,439+14.5% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |