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 | $88,368 | $90,607-2.5% | $79,467+11.2% | $135,380-34.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -0.96% | 977.74%-978.7pp | 718.30%-719.3pp | 519.81%-520.8pp |
| Employer contribution / active EE | $14,575 | $3,068+375.1% | $2,800+420.5% | $4,779+205.0% |
| Participant deferral / active EE | $8,437 | $4,050+108.3% | $3,704+127.8% | $5,609+50.4% |
| Admin fee / account holder | $80 | $5,895-98.6% | $5,104-98.4% | $10,828-99.3% |