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 | $108,157 | $138,102-21.7% | $125,381-13.7% | $134,532-19.6% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -14.70% | 750.73%-765.4pp | 572.31%-587.0pp | 418.27%-433.0pp |
| Employer contribution / active EE | $2,090 | $5,245-60.2% | $4,815-56.6% | $4,741-55.9% |
| Participant deferral / active EE | $10,115 | $7,801+29.7% | $7,448+35.8% | $6,401+58.0% |
| Admin fee / account holder | $289 | $11,568-97.5% | $10,007-97.1% | $11,429-97.5% |