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 | $127,728 | $138,078-7.5% | $125,363+1.9% | $134,509-5.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.63% | 750.49%-766.1pp | 572.15%-587.8pp | 418.13%-433.8pp |
| Employer contribution / active EE | $1,778 | $5,245-66.1% | $4,815-63.1% | $4,741-62.5% |
| Participant deferral / active EE | $10,767 | $7,800+38.0% | $7,447+44.6% | $6,400+68.2% |
| Admin fee / account holder | $73 | $11,566-99.4% | $10,005-99.3% | $11,427-99.4% |