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 | $37,853 | $180,462-79.0% | $154,111-75.4% | $135,379-72.0% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -8.30% | 888.17%-896.5pp | 735.18%-743.5pp | 519.79%-528.1pp |
| Employer contribution / active EE | $1,444 | $6,036-76.1% | $5,298-72.7% | $4,779-69.8% |
| Participant deferral / active EE | $4,087 | $5,806-29.6% | $5,081-19.6% | $5,609-27.1% |
| Admin fee / account holder | $11 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |