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 | $191,403 | $180,459+6.1% | $154,108+24.2% | $135,380+41.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.42% | 888.21%-894.6pp | 735.21%-741.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $10,133 | $6,035+67.9% | $5,298+91.3% | $4,779+112.0% |
| Participant deferral / active EE | $9,426 | $5,806+62.3% | $5,081+85.5% | $5,609+68.1% |
| Admin fee / account holder | $29 | $16,145-99.8% | $13,411-99.8% | $10,828-99.7% |