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 | $24,211 | $138,072-82.5% | $123,549-80.4% | $135,382-82.1% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -8.44% | 153.69%-162.1pp | 119.20%-127.6pp | 519.77%-528.2pp |
| Employer contribution / active EE | $1,217 | $5,152-76.4% | $4,628-73.7% | $4,779-74.5% |
| Participant deferral / active EE | $3,477 | $6,799-48.9% | $6,426-45.9% | $5,609-38.0% |
| Admin fee / account holder | $176 | $10,917-98.4% | $9,284-98.1% | $10,829-98.4% |