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 | $196,250 | $90,617+116.6% | $79,476+146.9% | $135,382+45.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.05% | 977.57%-981.6pp | 718.21%-722.3pp | 519.77%-523.8pp |
| Employer contribution / active EE | $2,753 | $3,068-10.3% | $2,800-1.7% | $4,779-42.4% |
| Participant deferral / active EE | $3,472 | $4,050-14.3% | $3,704-6.3% | $5,609-38.1% |
| Admin fee / account holder | $79 | $5,907-98.7% | $5,113-98.5% | $10,829-99.3% |