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 | $149,460 | $138,102+8.2% | $125,381+19.2% | $134,532+11.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -20.01% | 750.73%-770.7pp | 572.31%-592.3pp | 418.27%-438.3pp |
| Employer contribution / active EE | $11,878 | $5,245+126.5% | $4,815+146.7% | $4,741+150.5% |
| Participant deferral / active EE | $7,171 | $7,801-8.1% | $7,448-3.7% | $6,401+12.0% |
| Admin fee / account holder | $30 | $11,568-99.7% | $10,007-99.7% | $11,429-99.7% |