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 | $35,612 | $180,459-80.3% | $154,108-76.9% | $135,380-73.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.07% | 888.21%-895.3pp | 735.21%-742.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $8,372 | $6,035+38.7% | $5,298+58.0% | $4,779+75.2% |
| Participant deferral / active EE | $8,455 | $5,806+45.6% | $5,081+66.4% | $5,609+50.7% |
| Admin fee / account holder | $36 | $16,145-99.8% | $13,411-99.7% | $10,828-99.7% |