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 | $208,075 | $95,979+116.8% | $74,551+179.1% | $135,380+53.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.97% | 56.97%-63.9pp | 32.53%-39.5pp | 519.81%-526.8pp |
| Employer contribution / active EE | $12,227 | $2,716+350.1% | $1,961+523.5% | $4,779+155.8% |
| Participant deferral / active EE | $16,617 | $3,844+332.3% | $3,108+434.6% | $5,609+196.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |