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 | $37,632 | $97,732-61.5% | $83,831-55.1% | $135,380-72.2% |
| Participation rate | 78.3% | 80.0%-1.7pp | 76.1%+2.1pp | 82.6%-4.4pp |
| Annual return | -8.21% | 1287.56%-1295.8pp | 850.99%-859.2pp | 519.81%-528.0pp |
| Employer contribution / active EE | $1,370 | $4,222-67.5% | $3,631-62.3% | $4,779-71.3% |
| Participant deferral / active EE | $2,420 | $4,683-48.3% | $4,082-40.7% | $5,609-56.9% |
| Admin fee / account holder | $20 | $6,675-99.7% | $5,479-99.6% | $10,828-99.8% |