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 | $154,430 | $84,551+82.6% | $61,452+151.3% | $134,532+14.8% |
| Participation rate | 95.2% | 62.2%+33.0pp | 52.6%+42.7pp | 81.2%+14.0pp |
| Annual return | -15.74% | 585.39%-601.1pp | 338.96%-354.7pp | 418.27%-434.0pp |
| Employer contribution / active EE | $5,520 | $1,545+257.3% | $1,160+376.0% | $4,741+16.4% |
| Participant deferral / active EE | $5,115 | $2,818+81.5% | $2,125+140.8% | $6,401-20.1% |
| Admin fee / account holder | $31 | $2,587-98.8% | $2,131-98.5% | $11,429-99.7% |