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 | $219,162 | $90,607+141.9% | $79,467+175.8% | $135,380+61.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.62% | 977.74%-984.4pp | 718.30%-724.9pp | 519.81%-526.4pp |
| Employer contribution / active EE | $2,810 | $3,068-8.4% | $2,800+0.3% | $4,779-41.2% |
| Participant deferral / active EE | $4,529 | $4,050+11.8% | $3,704+22.3% | $5,609-19.3% |
| Admin fee / account holder | $14 | $5,895-99.8% | $5,104-99.7% | $10,828-99.9% |