Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,071 | $755,339-94.0% | $379,746-88.1% | $158,982-71.6% |
| Participation rate | 71.4% | 81.8%-10.3pp | 78.4%-7.0pp | 82.0%-10.5pp |
| Annual return | 94.79% | 53.41%+41.4pp | 34.90%+59.9pp | 302.99%-208.2pp |
| Employer contribution / active EE | $2,046 | $4,685-56.3% | $3,540-42.2% | $4,763-57.0% |
| Participant deferral / active EE | $9,330 | $7,938+17.5% | $6,024+54.9% | $5,983+55.9% |
| Admin fee / account holder | $115 | $14,482-99.2% | $7,927-98.5% | $11,252-99.0% |