Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,923 | $190,879-42.4% | $160,009-31.3% | $134,532-18.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -19.25% | 552.63%-571.9pp | 408.85%-428.1pp | 418.27%-437.5pp |
| Employer contribution / active EE | $2,425 | $4,995-51.4% | $4,225-42.6% | $4,741-48.8% |
| Participant deferral / active EE | $14,904 | $6,924+115.3% | $6,183+141.0% | $6,401+132.8% |
| Admin fee / account holder | $40 | $10,495-99.6% | $8,715-99.5% | $11,429-99.6% |