Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,322 | $92,743-25.3% | $82,744-16.2% | $134,532-48.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -15.07% | 946.63%-961.7pp | 702.22%-717.3pp | 418.27%-433.3pp |
| Employer contribution / active EE | $2,839 | $3,273-13.2% | $3,008-5.6% | $4,741-40.1% |
| Participant deferral / active EE | $7,142 | $4,802+48.7% | $4,395+62.5% | $6,401+11.6% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |