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 | $162,168 | $84,685+91.5% | $73,836+119.6% | $125,389+29.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.17% | 3123.80%-3126.0pp | 2268.06%-2270.2pp | 282.24%-284.4pp |
| Employer contribution / active EE | $4,552 | $3,123+45.7% | $2,787+63.3% | $4,866-6.5% |
| Participant deferral / active EE | $8,028 | $3,993+101.1% | $3,583+124.1% | $5,352+50.0% |
| Admin fee / account holder | $178 | $5,694-96.9% | $4,882-96.4% | $9,541-98.1% |