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 | $112,589 | $138,076-18.5% | $123,553-8.9% | $135,380-16.8% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -6.52% | 153.70%-160.2pp | 119.21%-125.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $4,660 | $5,152-9.5% | $4,628+0.7% | $4,779-2.5% |
| Participant deferral / active EE | $7,860 | $6,800+15.6% | $6,426+22.3% | $5,609+40.1% |
| Admin fee / account holder | $1 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |