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 | $91,805 | $97,732-6.1% | $83,831+9.5% | $135,380-32.2% |
| Participation rate | 92.3% | 80.0%+12.4pp | 76.1%+16.2pp | 82.6%+9.7pp |
| Annual return | -8.82% | 1287.56%-1296.4pp | 850.99%-859.8pp | 519.81%-528.6pp |
| Employer contribution / active EE | $2,658 | $4,222-37.1% | $3,631-26.8% | $4,779-44.4% |
| Participant deferral / active EE | $3,865 | $4,683-17.5% | $4,082-5.3% | $5,609-31.1% |
| Admin fee / account holder | $174 | $6,675-97.4% | $5,479-96.8% | $10,828-98.4% |