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 | $29,806 | $180,462-83.5% | $154,111-80.7% | $135,379-78.0% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -2.99% | 888.17%-891.2pp | 735.18%-738.2pp | 519.79%-522.8pp |
| Employer contribution / active EE | $2,224 | $6,036-63.2% | $5,298-58.0% | $4,779-53.5% |
| Participant deferral / active EE | $5,402 | $5,806-7.0% | $5,081+6.3% | $5,609-3.7% |
| Admin fee / account holder | $109 | $16,145-99.3% | $13,411-99.2% | $10,828-99.0% |