Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,841 | $138,102-39.3% | $125,381-33.1% | $134,532-37.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.81% | 750.73%-770.5pp | 572.31%-592.1pp | 418.27%-438.1pp |
| Employer contribution / active EE | $12,323 | $5,245+134.9% | $4,815+155.9% | $4,741+159.9% |
| Participant deferral / active EE | $13,409 | $7,801+71.9% | $7,448+80.0% | $6,401+109.5% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |