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 | $144,607 | $138,078+4.7% | $125,363+15.4% | $134,509+7.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.19% | 750.49%-762.7pp | 572.15%-584.3pp | 418.13%-430.3pp |
| Employer contribution / active EE | $4,108 | $5,245-21.7% | $4,815-14.7% | $4,741-13.3% |
| Participant deferral / active EE | $11,351 | $7,800+45.5% | $7,447+52.4% | $6,400+77.4% |
| Admin fee / account holder | $38 | $11,566-99.7% | $10,005-99.6% | $11,427-99.7% |