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 | $205,848 | $138,102+49.1% | $125,381+64.2% | $134,532+53.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.33% | 750.73%-768.1pp | 572.31%-589.6pp | 418.27%-435.6pp |
| Employer contribution / active EE | $4,131 | $5,245-21.2% | $4,815-14.2% | $4,741-12.9% |
| Participant deferral / active EE | $13,312 | $7,801+70.7% | $7,448+78.7% | $6,401+108.0% |
| Admin fee / account holder | $30 | $11,568-99.7% | $10,007-99.7% | $11,429-99.7% |