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 | $31,814 | $92,684-65.7% | $82,706-61.5% | $134,509-76.3% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.5pp |
| Annual return | -10.32% | 945.84%-956.2pp | 701.76%-712.1pp | 418.13%-428.5pp |
| Employer contribution / active EE | $1,257 | $3,272-61.6% | $3,007-58.2% | $4,741-73.5% |
| Participant deferral / active EE | $1,342 | $4,800-72.0% | $4,394-69.4% | $6,400-79.0% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |