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 | $53,084 | $138,102-61.6% | $125,381-57.7% | $134,532-60.5% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -11.55% | 750.73%-762.3pp | 572.31%-583.9pp | 418.27%-429.8pp |
| Employer contribution / active EE | $2,478 | $5,245-52.8% | $4,815-48.5% | $4,741-47.7% |
| Participant deferral / active EE | $7,687 | $7,801-1.5% | $7,448+3.2% | $6,401+20.1% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |