Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,590 | $95,979+41.3% | $74,551+81.9% | $135,380+0.2% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -8.07% | 56.97%-65.0pp | 32.53%-40.6pp | 519.81%-527.9pp |
| Employer contribution / active EE | $459 | $2,716-83.1% | $1,961-76.6% | $4,779-90.4% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $13 | $6,522-99.8% | $5,059-99.8% | $10,828-99.9% |