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 | $89,698 | $90,607-1.0% | $79,467+12.9% | $135,380-33.7% |
| Participation rate | 77.8% | 76.0%+1.7pp | 73.3%+4.4pp | 82.6%-4.9pp |
| Annual return | -5.36% | 977.74%-983.1pp | 718.30%-723.7pp | 519.81%-525.2pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $944 | $4,050-76.7% | $3,704-74.5% | $5,609-83.2% |
| Admin fee / account holder | $243 | $5,895-95.9% | $5,104-95.2% | $10,828-97.8% |