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 | $35,121 | $90,607-61.2% | $79,467-55.8% | $135,380-74.1% |
| Participation rate | 78.6% | 76.0%+2.5pp | 73.3%+5.2pp | 82.6%-4.1pp |
| Annual return | -9.34% | 977.74%-987.1pp | 718.30%-727.6pp | 519.81%-529.1pp |
| Employer contribution / active EE | $3,079 | $3,068+0.4% | $2,800+9.9% | $4,779-35.6% |
| Participant deferral / active EE | $6,523 | $4,050+61.0% | $3,704+76.1% | $5,609+16.3% |
| Admin fee / account holder | $291 | $5,895-95.1% | $5,104-94.3% | $10,828-97.3% |