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 | $16,997 | $90,607-81.2% | $79,467-78.6% | $135,380-87.4% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -9.67% | 977.74%-987.4pp | 718.30%-728.0pp | 519.81%-529.5pp |
| Employer contribution / active EE | $1,988 | $3,068-35.2% | $2,800-29.0% | $4,779-58.4% |
| Participant deferral / active EE | $5,902 | $4,050+45.7% | $3,704+59.4% | $5,609+5.2% |
| Admin fee / account holder | $34 | $5,895-99.4% | $5,104-99.3% | $10,828-99.7% |