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 | $15,334 | $90,606-83.1% | $79,466-80.7% | $135,379-88.7% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -9.63% | 977.69%-987.3pp | 718.28%-727.9pp | 519.79%-529.4pp |
| Employer contribution / active EE | $954 | $3,068-68.9% | $2,800-65.9% | $4,779-80.0% |
| Participant deferral / active EE | $3,219 | $4,050-20.5% | $3,704-13.1% | $5,609-42.6% |
| Admin fee / account holder | $205 | $5,895-96.5% | $5,104-96.0% | $10,828-98.1% |