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 | $61,290 | $180,462-66.0% | $154,111-60.2% | $135,379-54.7% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -5.74% | 888.17%-893.9pp | 735.18%-740.9pp | 519.79%-525.5pp |
| Employer contribution / active EE | $3,297 | $6,036-45.4% | $5,298-37.8% | $4,779-31.0% |
| Participant deferral / active EE | $5,748 | $5,806-1.0% | $5,081+13.1% | $5,609+2.5% |
| Admin fee / account holder | $15 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |