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 | $48,012 | $102,422-53.1% | $147,117-67.4% | $80,959-40.7% |
| Participation rate | 72.7% | 75.9%-3.1pp | 82.2%-9.5pp | 67.7%+5.1pp |
| Annual return | 14.28% | 135.16%-120.9pp | 420.54%-406.3pp | 35.67%-21.4pp |
| Employer contribution / active EE | $4,924 | $3,717+32.5% | $4,932-0.2% | $2,757+78.6% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |