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 | $209,472 | $97,729+114.3% | $83,830+149.9% | $135,379+54.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.25% | 1287.52%-1295.8pp | 850.97%-859.2pp | 519.79%-528.0pp |
| Employer contribution / active EE | $28,188 | $4,222+567.7% | $3,631+676.3% | $4,779+489.8% |
| Participant deferral / active EE | $13,334 | $4,683+184.8% | $4,082+226.7% | $5,609+137.7% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |