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 | $212,643 | $160,059+32.9% | $140,019+51.9% | $135,380+57.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.93% | 911.48%-917.4pp | 651.17%-657.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $7,691 | $6,420+19.8% | $5,605+37.2% | $4,779+60.9% |
| Participant deferral / active EE | $8,038 | $7,641+5.2% | $6,927+16.0% | $5,609+43.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |