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 | $144,983 | $160,055-9.4% | $140,016+3.5% | $135,377+7.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.27% | 911.41%-916.7pp | 651.14%-656.4pp | 519.75%-525.0pp |
| Employer contribution / active EE | $4,747 | $6,420-26.1% | $5,606-15.3% | $4,779-0.7% |
| Participant deferral / active EE | $18,333 | $7,641+139.9% | $6,927+164.7% | $5,609+226.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |