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 | $13,434 | $84,685-84.1% | $73,836-81.8% | $125,389-89.3% |
| Participation rate | 70.0% | 76.8%-6.8pp | 73.4%-3.4pp | 83.2%-13.2pp |
| Annual return | -1.54% | 3123.80%-3125.3pp | 2268.06%-2269.6pp | 282.24%-283.8pp |
| Employer contribution / active EE | $901 | $3,123-71.2% | $2,787-67.7% | $4,866-81.5% |
| Participant deferral / active EE | $1,812 | $3,993-54.6% | $3,583-49.4% | $5,352-66.1% |
| Admin fee / account holder | $45 | $5,694-99.2% | $4,882-99.1% | $9,541-99.5% |