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 | $74,012 | $180,459-59.0% | $154,108-52.0% | $135,380-45.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.94% | 888.21%-894.2pp | 735.21%-741.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $13,304 | $6,035+120.4% | $5,298+151.1% | $4,779+178.4% |
| Participant deferral / active EE | $8,167 | $5,806+40.7% | $5,081+60.7% | $5,609+45.6% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |