Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,435 | $138,078+22.0% | $125,363+34.4% | $134,509+25.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.95% | 750.49%-767.4pp | 572.15%-589.1pp | 418.13%-435.1pp |
| Employer contribution / active EE | $23,633 | $5,245+350.6% | $4,815+390.8% | $4,741+398.5% |
| Participant deferral / active EE | $14,400 | $7,800+84.6% | $7,447+93.4% | $6,400+125.0% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |