Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,629 | $138,102-88.7% | $125,381-87.5% | $134,532-88.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -19.97% | 750.73%-770.7pp | 572.31%-592.3pp | 418.27%-438.2pp |
| Employer contribution / active EE | $1,547 | $5,245-70.5% | $4,815-67.9% | $4,741-67.4% |
| Participant deferral / active EE | $4,917 | $7,801-37.0% | $7,448-34.0% | $6,401-23.2% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |