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 | $148,649 | $135,645+9.6% | $110,243+34.8% | $135,380+9.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.41% | 513.24%-520.7pp | 314.76%-322.2pp | 519.81%-527.2pp |
| Employer contribution / active EE | $24,404 | $4,907+397.4% | $3,827+537.7% | $4,779+410.7% |
| Participant deferral / active EE | $20,198 | $5,507+266.8% | $4,672+332.3% | $5,609+260.1% |
| Admin fee / account holder | $7 | $11,458-99.9% | $8,548-99.9% | $10,828-99.9% |