Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,387 | $90,607+147.6% | $79,467+182.4% | $135,380+65.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.22% | 977.74%-985.0pp | 718.30%-725.5pp | 519.81%-527.0pp |
| Employer contribution / active EE | $4,197 | $3,068+36.8% | $2,800+49.9% | $4,779-12.2% |
| Participant deferral / active EE | $12,992 | $4,050+220.8% | $3,704+250.8% | $5,609+131.6% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |