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 | $194,879 | $138,102+41.1% | $125,381+55.4% | $134,532+44.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.85% | 750.73%-762.6pp | 572.31%-584.2pp | 418.27%-430.1pp |
| Employer contribution / active EE | $16,450 | $5,245+213.6% | $4,815+241.6% | $4,741+247.0% |
| Participant deferral / active EE | $8,445 | $7,801+8.3% | $7,448+13.4% | $6,401+31.9% |
| Admin fee / account holder | $82 | $11,568-99.3% | $10,007-99.2% | $11,429-99.3% |