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 | $76,692 | $138,078-44.5% | $125,363-38.8% | $134,509-43.0% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -18.02% | 750.49%-768.5pp | 572.15%-590.2pp | 418.13%-436.2pp |
| Employer contribution / active EE | $4,294 | $5,245-18.1% | $4,815-10.8% | $4,741-9.4% |
| Participant deferral / active EE | $6,084 | $7,800-22.0% | $7,447-18.3% | $6,400-4.9% |
| Admin fee / account holder | $272 | $11,566-97.7% | $10,005-97.3% | $11,427-97.6% |