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 | $94,902 | $82,630+14.9% | $64,105+48.0% | $125,389-24.3% |
| Participation rate | 83.3% | 75.9%+7.5pp | 68.2%+15.2pp | 83.2%+0.1pp |
| Annual return | -0.58% | 1489.72%-1490.3pp | 791.24%-791.8pp | 282.24%-282.8pp |
| Employer contribution / active EE | $2,661 | $2,671-0.4% | $1,820+46.2% | $4,866-45.3% |
| Participant deferral / active EE | $7,516 | $3,608+108.3% | $2,822+166.4% | $5,352+40.4% |
| Admin fee / account holder | $90 | $6,382-98.6% | $4,499-98.0% | $9,541-99.1% |