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 | $38,908 | $97,732-60.2% | $83,831-53.6% | $135,380-71.3% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -7.54% | 1287.56%-1295.1pp | 850.99%-858.5pp | 519.81%-527.3pp |
| Employer contribution / active EE | $7,787 | $4,222+84.4% | $3,631+114.4% | $4,779+62.9% |
| Participant deferral / active EE | $6,430 | $4,683+37.3% | $4,082+57.5% | $5,609+14.6% |
| Admin fee / account holder | $14 | $6,675-99.8% | $5,479-99.8% | $10,828-99.9% |