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 | $59,725 | $112,915-47.1% | $90,965-34.3% | $158,950-62.4% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 15.68% | 215.75%-200.1pp | 134.57%-118.9pp | 302.91%-287.2pp |
| Employer contribution / active EE | $441 | $2,894-84.8% | $2,122-79.2% | $4,762-90.7% |
| Participant deferral / active EE | $6,000 | $4,128+45.3% | $3,373+77.9% | $5,983+0.3% |
| Admin fee / account holder | $0 | $8,044-100.0% | $5,960-100.0% | $11,248-100.0% |