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 | $15,128 | $138,114-89.0% | $125,391-87.9% | $134,545-88.8% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.7pp | 81.2%-8.5pp |
| Annual return | -19.42% | 750.88%-770.3pp | 572.41%-591.8pp | 418.37%-437.8pp |
| Employer contribution / active EE | $1,312 | $5,246-75.0% | $4,816-72.8% | $4,742-72.3% |
| Participant deferral / active EE | $3,987 | $7,801-48.9% | $7,448-46.5% | $6,401-37.7% |
| Admin fee / account holder | $9 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |