Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,158 | $138,102-62.2% | $125,381-58.4% | $134,532-61.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.36% | 750.73%-757.1pp | 572.31%-578.7pp | 418.27%-424.6pp |
| Employer contribution / active EE | $8,520 | $5,245+62.4% | $4,815+76.9% | $4,741+79.7% |
| Participant deferral / active EE | $9,500 | $7,801+21.8% | $7,448+27.6% | $6,401+48.4% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |