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 | $37,243 | $138,102-73.0% | $125,381-70.3% | $134,532-72.3% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -20.41% | 750.73%-771.1pp | 572.31%-592.7pp | 418.27%-438.7pp |
| Employer contribution / active EE | $2,830 | $5,245-46.1% | $4,815-41.2% | $4,741-40.3% |
| Participant deferral / active EE | $6,166 | $7,801-21.0% | $7,448-17.2% | $6,401-3.7% |
| Admin fee / account holder | $176 | $11,568-98.5% | $10,007-98.2% | $11,429-98.5% |