Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,733 | $97,732+15.3% | $83,831+34.5% | $135,380-16.7% |
| Participation rate | 70.0% | 80.0%-10.0pp | 76.1%-6.1pp | 82.6%-12.6pp |
| Annual return | -6.15% | 1287.56%-1293.7pp | 850.99%-857.1pp | 519.81%-526.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,579 | $4,683-2.2% | $4,082+12.2% | $5,609-18.4% |
| Admin fee / account holder | $145 | $6,675-97.8% | $5,479-97.4% | $10,828-98.7% |