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 | $146,858 | $67,396+117.9% | $60,919+141.1% | $134,545+9.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -4.68% | 50.12%-54.8pp | 16.96%-21.6pp | 418.37%-423.1pp |
| Employer contribution / active EE | $6,099 | $3,101+96.7% | $2,704+125.6% | $4,742+28.6% |
| Participant deferral / active EE | $15,297 | $4,534+237.4% | $3,814+301.0% | $6,401+139.0% |
| Admin fee / account holder | $20 | $4,590-99.6% | $3,228-99.4% | $11,431-99.8% |