Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,668 | $152,542-35.3% | $117,498-16.0% | $134,509-26.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -15.14% | 53.02%-68.2pp | 29.75%-44.9pp | 418.13%-433.3pp |
| Employer contribution / active EE | $16,667 | $5,574+199.0% | $4,178+298.9% | $4,741+251.6% |
| Participant deferral / active EE | $18,000 | $4,819+273.5% | $4,071+342.1% | $6,400+181.2% |
| Admin fee / account holder | $88 | $7,006-98.7% | $5,646-98.4% | $11,427-99.2% |