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 | $153,214 | $82,630+85.4% | $64,105+139.0% | $125,393+22.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -2.17% | 1489.72%-1491.9pp | 791.24%-793.4pp | 282.23%-284.4pp |
| Employer contribution / active EE | $25,000 | $2,671+835.9% | $1,820+1273.7% | $4,866+413.8% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,351-100.0% |
| Admin fee / account holder | $17 | $6,382-99.7% | $4,499-99.6% | $9,541-99.8% |