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 | $72,932 | $90,320-19.3% | $59,496+22.6% | $125,389-41.8% |
| Participation rate | 85.7% | 68.3%+17.4pp | 54.6%+31.2pp | 83.2%+2.5pp |
| Annual return | -1.29% | 369.13%-370.4pp | 182.05%-183.3pp | 282.24%-283.5pp |
| Employer contribution / active EE | $954 | $1,792-46.8% | $1,153-17.3% | $4,866-80.4% |
| Participant deferral / active EE | $5,928 | $2,716+118.3% | $1,829+224.1% | $5,352+10.8% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,541-100.0% |