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 | $63,831 | $138,076-53.8% | $123,553-48.3% | $135,380-52.9% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -5.95% | 153.70%-159.6pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $2,123 | $5,152-58.8% | $4,628-54.1% | $4,779-55.6% |
| Participant deferral / active EE | $5,622 | $6,800-17.3% | $6,426-12.5% | $5,609+0.2% |
| Admin fee / account holder | $279 | $10,917-97.4% | $9,284-97.0% | $10,828-97.4% |