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 | $93,741 | $90,617+3.4% | $79,476+17.9% | $135,382-30.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.48% | 977.57%-984.0pp | 718.21%-724.7pp | 519.77%-526.2pp |
| Employer contribution / active EE | $3,946 | $3,068+28.6% | $2,800+40.9% | $4,779-17.4% |
| Participant deferral / active EE | $11,456 | $4,050+182.8% | $3,704+209.3% | $5,609+104.2% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |