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 | $73,264 | $138,102-46.9% | $125,381-41.6% | $134,532-45.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -9.25% | 750.73%-760.0pp | 572.31%-581.6pp | 418.27%-427.5pp |
| Employer contribution / active EE | $5,491 | $5,245+4.7% | $4,815+14.0% | $4,741+15.8% |
| Participant deferral / active EE | $16,475 | $7,801+111.2% | $7,448+121.2% | $6,401+157.4% |
| Admin fee / account holder | $8 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |