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 | $181,814 | $135,645+34.0% | $110,243+64.9% | $135,380+34.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.45% | 513.24%-515.7pp | 314.76%-317.2pp | 519.81%-522.3pp |
| Employer contribution / active EE | $8,796 | $4,907+79.3% | $3,827+129.9% | $4,779+84.1% |
| Participant deferral / active EE | $10,244 | $5,507+86.0% | $4,672+119.2% | $5,609+82.6% |
| Admin fee / account holder | $1 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |