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 | $73,526 | $138,102-46.8% | $125,381-41.4% | $134,532-45.3% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -12.74% | 750.73%-763.5pp | 572.31%-585.0pp | 418.27%-431.0pp |
| Employer contribution / active EE | $9,075 | $5,245+73.0% | $4,815+88.5% | $4,741+91.4% |
| Participant deferral / active EE | $5,635 | $7,801-27.8% | $7,448-24.3% | $6,401-12.0% |
| Admin fee / account holder | $20 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |