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 | $34,416 | $92,743-62.9% | $82,744-58.4% | $134,532-74.4% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.6%+20.8pp | 81.2%+12.1pp |
| Annual return | -13.32% | 946.63%-960.0pp | 702.22%-715.5pp | 418.27%-431.6pp |
| Employer contribution / active EE | $1,432 | $3,273-56.2% | $3,008-52.4% | $4,741-69.8% |
| Participant deferral / active EE | $1,425 | $4,802-70.3% | $4,395-67.6% | $6,401-77.7% |
| Admin fee / account holder | $242 | $5,977-95.9% | $5,325-95.5% | $11,429-97.9% |