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 | $80,839 | $135,639-40.4% | $110,241-26.7% | $135,382-40.3% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -8.06% | 513.21%-521.3pp | 314.75%-322.8pp | 519.77%-527.8pp |
| Employer contribution / active EE | $1,657 | $4,907-66.2% | $3,827-56.7% | $4,779-65.3% |
| Participant deferral / active EE | $5,418 | $5,507-1.6% | $4,672+16.0% | $5,609-3.4% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |