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 | $63,379 | $92,743-31.7% | $82,744-23.4% | $134,532-52.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -19.12% | 946.63%-965.7pp | 702.22%-721.3pp | 418.27%-437.4pp |
| Employer contribution / active EE | $1,516 | $3,273-53.7% | $3,008-49.6% | $4,741-68.0% |
| Participant deferral / active EE | $7,594 | $4,802+58.2% | $4,395+72.8% | $6,401+18.6% |
| Admin fee / account holder | $15 | $5,977-99.7% | $5,325-99.7% | $11,429-99.9% |