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 | $175,438 | $97,761+79.5% | $83,850+109.2% | $135,382+29.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.98% | 1287.44%-1293.4pp | 850.92%-856.9pp | 519.77%-525.8pp |
| Employer contribution / active EE | $6,620 | $4,222+56.8% | $3,631+82.3% | $4,779+38.5% |
| Participant deferral / active EE | $6,543 | $4,682+39.7% | $4,082+60.3% | $5,609+16.7% |
| Admin fee / account holder | $48 | $6,674-99.3% | $5,478-99.1% | $10,829-99.6% |