Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,937 | $111,830-58.9% | $93,696-51.0% | $145,884-68.5% |
| Participation rate | 73.3% | 74.2%-0.9pp | 68.7%+4.6pp | 80.3%-7.0pp |
| Annual return | 11.68% | 204.08%-192.4pp | 133.74%-122.1pp | 551.85%-540.2pp |
| Employer contribution / active EE | $1,604 | $3,093-48.1% | $2,422-33.8% | $4,662-65.6% |
| Participant deferral / active EE | $3,391 | $4,920-31.1% | $4,417-23.2% | $6,690-49.3% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |