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 | $173,981 | $160,059+8.7% | $140,019+24.3% | $135,380+28.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.39% | 911.48%-917.9pp | 651.17%-657.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $10,800 | $6,420+68.2% | $5,605+92.7% | $4,779+126.0% |
| Participant deferral / active EE | $8,044 | $7,641+5.3% | $6,927+16.1% | $5,609+43.4% |
| Admin fee / account holder | $103 | $13,328-99.2% | $10,705-99.0% | $10,828-99.0% |