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 | $97,767 | $138,078-29.2% | $125,363-22.0% | $134,509-27.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.07% | 750.49%-763.6pp | 572.15%-585.2pp | 418.13%-431.2pp |
| Employer contribution / active EE | $1,995 | $5,245-62.0% | $4,815-58.6% | $4,741-57.9% |
| Participant deferral / active EE | $11,671 | $7,800+49.6% | $7,447+56.7% | $6,400+82.3% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |