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 | $221,730 | $90,617+144.7% | $79,476+179.0% | $135,382+63.8% |
| Participation rate | 71.4% | 76.1%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | -9.50% | 977.57%-987.1pp | 718.21%-727.7pp | 519.77%-529.3pp |
| Employer contribution / active EE | $1,311 | $3,068-57.3% | $2,800-53.2% | $4,779-72.6% |
| Participant deferral / active EE | $10,448 | $4,050+157.9% | $3,704+182.1% | $5,609+86.3% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |