Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,745 | $138,114-60.4% | $125,391-56.3% | $134,545-59.3% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -13.75% | 750.88%-764.6pp | 572.41%-586.2pp | 418.37%-432.1pp |
| Employer contribution / active EE | $4,224 | $5,246-19.5% | $4,816-12.3% | $4,742-10.9% |
| Participant deferral / active EE | $8,801 | $7,801+12.8% | $7,448+18.2% | $6,401+37.5% |
| Admin fee / account holder | $229 | $11,570-98.0% | $10,009-97.7% | $11,431-98.0% |