Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,068 | $105,867-65.0% | $90,760-59.2% | $134,532-72.4% |
| Participation rate | 72.2% | 78.3%-6.0pp | 75.7%-3.5pp | 81.2%-9.0pp |
| Annual return | 140.09% | -10.99%+151.1pp | -12.16%+152.2pp | 418.27%-278.2pp |
| Employer contribution / active EE | $5,334 | $3,464+54.0% | $2,922+82.6% | $4,741+12.5% |
| Participant deferral / active EE | $4,064 | $5,217-22.1% | $4,565-11.0% | $6,401-36.5% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |