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 | $18,594 | $138,078-86.5% | $125,363-85.2% | $134,509-86.2% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -19.34% | 750.49%-769.8pp | 572.15%-591.5pp | 418.13%-437.5pp |
| Employer contribution / active EE | $2,863 | $5,245-45.4% | $4,815-40.5% | $4,741-39.6% |
| Participant deferral / active EE | $5,943 | $7,800-23.8% | $7,447-20.2% | $6,400-7.2% |
| Admin fee / account holder | $57 | $11,566-99.5% | $10,005-99.4% | $11,427-99.5% |