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 | $101,396 | $97,761+3.7% | $83,850+20.9% | $135,382-25.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.71% | 1287.44%-1291.2pp | 850.92%-854.6pp | 519.77%-523.5pp |
| Employer contribution / active EE | $5,915 | $4,222+40.1% | $3,631+62.9% | $4,779+23.8% |
| Participant deferral / active EE | $21,500 | $4,682+359.2% | $4,082+426.7% | $5,609+283.3% |
| Admin fee / account holder | $71 | $6,674-98.9% | $5,478-98.7% | $10,829-99.3% |