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 | $240,514 | $97,732+146.1% | $83,831+186.9% | $135,380+77.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.70% | 1287.56%-1295.3pp | 850.99%-858.7pp | 519.81%-527.5pp |
| Employer contribution / active EE | $12,668 | $4,222+200.1% | $3,631+248.9% | $4,779+165.1% |
| Participant deferral / active EE | $7,422 | $4,683+58.5% | $4,082+81.8% | $5,609+32.3% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |