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 | $25,651 | $138,076-81.4% | $123,553-79.2% | $135,380-81.1% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -8.62% | 153.70%-162.3pp | 119.21%-127.8pp | 519.81%-528.4pp |
| Employer contribution / active EE | $2,288 | $5,152-55.6% | $4,628-50.6% | $4,779-52.1% |
| Participant deferral / active EE | $3,018 | $6,800-55.6% | $6,426-53.0% | $5,609-46.2% |
| Admin fee / account holder | $14 | $10,917-99.9% | $9,284-99.8% | $10,828-99.9% |