Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,396 | $138,114-76.5% | $125,391-74.2% | $134,545-75.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.70% | 750.88%-770.6pp | 572.41%-592.1pp | 418.37%-438.1pp |
| Employer contribution / active EE | $1,996 | $5,246-62.0% | $4,816-58.6% | $4,742-57.9% |
| Participant deferral / active EE | $6,595 | $7,801-15.5% | $7,448-11.5% | $6,401+3.0% |
| Admin fee / account holder | $182 | $11,570-98.4% | $10,009-98.2% | $11,431-98.4% |