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 | $142,594 | $138,078+3.3% | $125,363+13.7% | $134,509+6.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.49% | 750.49%-763.0pp | 572.15%-584.6pp | 418.13%-430.6pp |
| Employer contribution / active EE | $6,199 | $5,245+18.2% | $4,815+28.8% | $4,741+30.8% |
| Participant deferral / active EE | $3,637 | $7,800-53.4% | $7,447-51.2% | $6,400-43.2% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |