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 | $83,413 | $97,761-14.7% | $83,850-0.5% | $135,382-38.4% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -5.92% | 1287.44%-1293.4pp | 850.92%-856.8pp | 519.77%-525.7pp |
| Employer contribution / active EE | $3,611 | $4,222-14.5% | $3,631-0.5% | $4,779-24.4% |
| Participant deferral / active EE | $9,327 | $4,682+99.2% | $4,082+128.5% | $5,609+66.3% |
| Admin fee / account holder | $20 | $6,674-99.7% | $5,478-99.6% | $10,829-99.8% |