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 | $71,548 | $160,059-55.3% | $140,019-48.9% | $135,380-47.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.69% | 911.48%-915.2pp | 651.17%-654.9pp | 519.81%-523.5pp |
| Employer contribution / active EE | $4,147 | $6,420-35.4% | $5,605-26.0% | $4,779-13.2% |
| Participant deferral / active EE | $8,887 | $7,641+16.3% | $6,927+28.3% | $5,609+58.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |