Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,417 | $118,869-61.8% | $96,575-53.0% | $167,518-72.9% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 21.09% | 50.49%-29.4pp | 37.79%-16.7pp | 478.71%-457.6pp |
| Employer contribution / active EE | $1,945 | $3,120-37.7% | $2,357-17.5% | $4,838-59.8% |
| Participant deferral / active EE | $10,981 | $4,616+137.9% | $3,849+185.3% | $6,342+73.1% |
| Admin fee / account holder | $0 | $8,067-100.0% | $6,182-100.0% | $12,312-100.0% |