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 | $46,940 | $115,814-59.5% | $101,275-53.7% | $158,982-70.5% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 16.23% | 56.16%-39.9pp | 46.48%-30.3pp | 302.99%-286.8pp |
| Employer contribution / active EE | $5,624 | $4,176+34.7% | $3,660+53.6% | $4,763+18.1% |
| Participant deferral / active EE | $2,529 | $4,958-49.0% | $4,371-42.1% | $5,983-57.7% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |