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 | $153,034 | $135,645+12.8% | $110,243+38.8% | $135,380+13.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.19% | 513.24%-517.4pp | 314.76%-318.9pp | 519.81%-524.0pp |
| Employer contribution / active EE | $13,026 | $4,907+165.5% | $3,827+240.4% | $4,779+172.6% |
| Participant deferral / active EE | $8,000 | $5,507+45.3% | $4,672+71.2% | $5,609+42.6% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |