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 | $178,785 | $180,466-0.9% | $154,114+16.0% | $135,382+32.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.02% | 888.15%-892.2pp | 735.16%-739.2pp | 519.77%-523.8pp |
| Employer contribution / active EE | $10,139 | $6,035+68.0% | $5,298+91.4% | $4,779+112.2% |
| Participant deferral / active EE | $7,340 | $5,806+26.4% | $5,081+44.5% | $5,609+30.9% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |