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 | $84,189 | $160,059-47.4% | $140,019-39.9% | $135,380-37.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -7.78% | 911.48%-919.3pp | 651.17%-658.9pp | 519.81%-527.6pp |
| Employer contribution / active EE | $5,714 | $6,420-11.0% | $5,605+1.9% | $4,779+19.6% |
| Participant deferral / active EE | $4,998 | $7,641-34.6% | $6,927-27.9% | $5,609-10.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |