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 | $44,235 | $138,078-68.0% | $125,363-64.7% | $134,509-67.1% |
| Participation rate | 81.0% | 84.5%-3.5pp | 82.4%-1.4pp | 81.2%-0.3pp |
| Annual return | -17.74% | 750.49%-768.2pp | 572.15%-589.9pp | 418.13%-435.9pp |
| Employer contribution / active EE | $3,650 | $5,245-30.4% | $4,815-24.2% | $4,741-23.0% |
| Participant deferral / active EE | $5,659 | $7,800-27.4% | $7,447-24.0% | $6,400-11.6% |
| Admin fee / account holder | $269 | $11,566-97.7% | $10,005-97.3% | $11,427-97.6% |