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 | $67,283 | $138,102-51.3% | $125,381-46.3% | $134,532-50.0% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -19.51% | 750.73%-770.2pp | 572.31%-591.8pp | 418.27%-437.8pp |
| Employer contribution / active EE | $3,401 | $5,245-35.2% | $4,815-29.4% | $4,741-28.3% |
| Participant deferral / active EE | $8,060 | $7,801+3.3% | $7,448+8.2% | $6,401+25.9% |
| Admin fee / account holder | $117 | $11,568-99.0% | $10,007-98.8% | $11,429-99.0% |