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 | $72,643 | $92,766-21.7% | $82,763-12.2% | $134,545-46.0% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -14.11% | 946.97%-961.1pp | 702.45%-716.6pp | 418.37%-432.5pp |
| Employer contribution / active EE | $1,410 | $3,273-56.9% | $3,008-53.1% | $4,742-70.3% |
| Participant deferral / active EE | $2,119 | $4,802-55.9% | $4,395-51.8% | $6,401-66.9% |
| Admin fee / account holder | $1 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |