Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,096 | $135,645-52.7% | $110,243-41.9% | $135,380-52.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.16% | 513.24%-515.4pp | 314.76%-316.9pp | 519.81%-522.0pp |
| Employer contribution / active EE | $15,620 | $4,907+218.3% | $3,827+308.2% | $4,779+226.9% |
| Participant deferral / active EE | $17,233 | $5,507+212.9% | $4,672+268.8% | $5,609+207.2% |
| Admin fee / account holder | $92 | $11,458-99.2% | $8,548-98.9% | $10,828-99.2% |