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 | $101,536 | $93,124+9.0% | $77,100+31.7% | $134,545-24.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.66% | 62.68%-79.3pp | 42.35%-59.0pp | 418.37%-435.0pp |
| Employer contribution / active EE | $11,504 | $3,421+236.2% | $2,815+308.7% | $4,742+142.6% |
| Participant deferral / active EE | $1,360 | $5,242-74.1% | $4,430-69.3% | $6,401-78.8% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |