Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,232 | $100,073-57.8% | $85,126-50.4% | $145,877-71.0% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 14.01% | 84.11%-70.1pp | 66.63%-52.6pp | 551.28%-537.3pp |
| Employer contribution / active EE | $1,957 | $3,236-39.5% | $2,731-28.4% | $4,663-58.0% |
| Participant deferral / active EE | $2,176 | $5,294-58.9% | $4,523-51.9% | $6,691-67.5% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |