Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,421 | $160,059-50.4% | $140,019-43.3% | $135,380-41.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -3.82% | 911.48%-915.3pp | 651.17%-655.0pp | 519.81%-523.6pp |
| Employer contribution / active EE | $1,838 | $6,420-71.4% | $5,605-67.2% | $4,779-61.5% |
| Participant deferral / active EE | $13,000 | $7,641+70.1% | $6,927+87.7% | $5,609+131.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |