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 | $119,351 | $82,678+44.4% | $125,391-4.8% | $68,490+74.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.76% | -5.97%-9.8pp | 572.41%-588.2pp | -7.85%-7.9pp |
| Employer contribution / active EE | $5,039 | $3,382+49.0% | $4,816+4.6% | $2,597+94.1% |
| Participant deferral / active EE | $12,280 | $6,111+100.9% | $7,448+64.9% | $4,028+204.9% |
| Admin fee / account holder | $5 | $6,277-99.9% | $10,009-99.9% | $5,403-99.9% |