Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,905 | $180,459-76.2% | $154,108-72.2% | $135,380-68.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.83% | 888.21%-895.0pp | 735.21%-742.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $14,314 | $6,035+137.2% | $5,298+170.2% | $4,779+199.5% |
| Participant deferral / active EE | $15,477 | $5,806+166.5% | $5,081+204.6% | $5,609+175.9% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |