Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,347 | $138,076-42.5% | $123,553-35.8% | $135,380-41.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.36% | 153.70%-159.1pp | 119.21%-124.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $11,371 | $5,152+120.7% | $4,628+145.7% | $4,779+137.9% |
| Participant deferral / active EE | $14,125 | $6,800+107.7% | $6,426+119.8% | $5,609+151.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |