Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,537 | $138,102+27.8% | $125,381+40.8% | $134,532+31.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.26% | 750.73%-765.0pp | 572.31%-586.6pp | 418.27%-432.5pp |
| Employer contribution / active EE | $34,053 | $5,245+549.2% | $4,815+607.2% | $4,741+618.3% |
| Participant deferral / active EE | $17,027 | $7,801+118.3% | $7,448+128.6% | $6,401+166.0% |
| Admin fee / account holder | $102 | $11,568-99.1% | $10,007-99.0% | $11,429-99.1% |