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 | $63,586 | $135,639-53.1% | $110,241-42.3% | $135,382-53.0% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -7.15% | 513.21%-520.4pp | 314.75%-321.9pp | 519.77%-526.9pp |
| Employer contribution / active EE | $2,346 | $4,907-52.2% | $3,827-38.7% | $4,779-50.9% |
| Participant deferral / active EE | $7,741 | $5,507+40.6% | $4,672+65.7% | $5,609+38.0% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |