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 | $157,932 | $92,766+70.2% | $82,763+90.8% | $134,545+17.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.73% | 946.97%-964.7pp | 702.45%-720.2pp | 418.37%-436.1pp |
| Employer contribution / active EE | $2,529 | $3,273-22.7% | $3,008-15.9% | $4,742-46.7% |
| Participant deferral / active EE | $7,636 | $4,802+59.0% | $4,395+73.7% | $6,401+19.3% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |