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 | $212,364 | $97,732+117.3% | $83,831+153.3% | $135,380+56.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.98% | 1287.56%-1291.5pp | 850.99%-855.0pp | 519.81%-523.8pp |
| Employer contribution / active EE | $19,937 | $4,222+372.2% | $3,631+449.0% | $4,779+317.2% |
| Participant deferral / active EE | $12,671 | $4,683+170.6% | $4,082+210.4% | $5,609+125.9% |
| Admin fee / account holder | $43 | $6,675-99.4% | $5,479-99.2% | $10,828-99.6% |