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 | $63,657 | $152,597-58.3% | $117,533-45.8% | $134,532-52.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -15.70% | 53.04%-68.7pp | 29.77%-45.5pp | 418.27%-434.0pp |
| Employer contribution / active EE | $9,786 | $5,576+75.5% | $4,179+134.2% | $4,741+106.4% |
| Participant deferral / active EE | $4,720 | $4,821-2.1% | $4,072+15.9% | $6,401-26.3% |
| Admin fee / account holder | $18 | $7,007-99.7% | $5,647-99.7% | $11,429-99.8% |