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 | $37,183 | $135,645-72.6% | $110,243-66.3% | $135,379-72.5% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | -8.18% | 513.24%-521.4pp | 314.76%-322.9pp | 519.79%-528.0pp |
| Employer contribution / active EE | $2,388 | $4,907-51.3% | $3,827-37.6% | $4,779-50.0% |
| Participant deferral / active EE | $3,830 | $5,507-30.5% | $4,672-18.0% | $5,609-31.7% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |