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 | $20,982 | $90,606-76.8% | $79,466-73.6% | $135,379-84.5% |
| Participation rate | 93.8% | 76.0%+17.7pp | 73.3%+20.4pp | 82.6%+11.1pp |
| Annual return | -4.23% | 977.69%-981.9pp | 718.28%-722.5pp | 519.79%-524.0pp |
| Employer contribution / active EE | $1,106 | $3,068-63.9% | $2,800-60.5% | $4,779-76.9% |
| Participant deferral / active EE | $1,154 | $4,050-71.5% | $3,704-68.9% | $5,609-79.4% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |