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 | $109,393 | $138,076-20.8% | $123,553-11.5% | $135,380-19.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.57% | 153.70%-157.3pp | 119.21%-122.8pp | 519.81%-523.4pp |
| Employer contribution / active EE | $11,694 | $5,152+127.0% | $4,628+152.7% | $4,779+144.7% |
| Participant deferral / active EE | $17,908 | $6,800+163.4% | $6,426+178.7% | $5,609+219.3% |
| Admin fee / account holder | -$134 | $10,917-101.2% | $9,284-101.4% | $10,828-101.2% |