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 | $18,659 | $92,766-79.9% | $82,763-77.5% | $134,545-86.1% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -16.88% | 946.97%-963.9pp | 702.45%-719.3pp | 418.37%-435.2pp |
| Employer contribution / active EE | $1,060 | $3,273-67.6% | $3,008-64.8% | $4,742-77.7% |
| Participant deferral / active EE | $956 | $4,802-80.1% | $4,395-78.3% | $6,401-85.1% |
| Admin fee / account holder | $23 | $5,978-99.6% | $5,325-99.6% | $11,431-99.8% |