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 | $53,556 | $97,732-45.2% | $83,831-36.1% | $135,380-60.4% |
| Participation rate | 84.6% | 80.0%+4.7pp | 76.1%+8.5pp | 82.6%+2.0pp |
| Annual return | -5.47% | 1287.56%-1293.0pp | 850.99%-856.5pp | 519.81%-525.3pp |
| Employer contribution / active EE | $1,845 | $4,222-56.3% | $3,631-49.2% | $4,779-61.4% |
| Participant deferral / active EE | $5,946 | $4,683+27.0% | $4,082+45.7% | $5,609+6.0% |
| Admin fee / account holder | $19 | $6,675-99.7% | $5,479-99.6% | $10,828-99.8% |