Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,790 | $138,102-82.0% | $125,381-80.2% | $134,532-81.6% |
| Participation rate | 94.4% | 84.5%+9.9pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -9.77% | 750.73%-760.5pp | 572.31%-582.1pp | 418.27%-428.0pp |
| Employer contribution / active EE | $3,584 | $5,245-31.7% | $4,815-25.6% | $4,741-24.4% |
| Participant deferral / active EE | $7,047 | $7,801-9.7% | $7,448-5.4% | $6,401+10.1% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |