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 | $158,208 | $97,732+61.9% | $83,831+88.7% | $135,380+16.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.68% | 1287.56%-1291.2pp | 850.99%-854.7pp | 519.81%-523.5pp |
| Employer contribution / active EE | $3,777 | $4,222-10.5% | $3,631+4.0% | $4,779-21.0% |
| Participant deferral / active EE | $11,686 | $4,683+149.5% | $4,082+186.3% | $5,609+108.3% |
| Admin fee / account holder | $4 | $6,675-99.9% | $5,479-99.9% | $10,828-100.0% |