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 | $121,669 | $97,729+24.5% | $83,830+45.1% | $135,379-10.1% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -7.70% | 1287.52%-1295.2pp | 850.97%-858.7pp | 519.79%-527.5pp |
| Employer contribution / active EE | $1,850 | $4,222-56.2% | $3,631-49.0% | $4,779-61.3% |
| Participant deferral / active EE | $5,989 | $4,683+27.9% | $4,082+46.7% | $5,609+6.8% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |