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 | $54,688 | $115,796-52.8% | $101,264-46.0% | $158,950-65.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 14.65% | 56.15%-41.5pp | 46.48%-31.8pp | 302.91%-288.3pp |
| Employer contribution / active EE | $1,442 | $4,175-65.5% | $3,660-60.6% | $4,762-69.7% |
| Participant deferral / active EE | $4,703 | $4,958-5.2% | $4,370+7.6% | $5,983-21.4% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |