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 | $207,534 | $93,124+122.9% | $77,100+169.2% | $134,545+54.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.75% | 62.68%-81.4pp | 42.35%-61.1pp | 418.37%-437.1pp |
| Employer contribution / active EE | $10,639 | $3,421+210.9% | $2,815+277.9% | $4,742+124.4% |
| Participant deferral / active EE | $5,269 | $5,242+0.5% | $4,430+18.9% | $6,401-17.7% |
| Admin fee / account holder | $13 | $6,970-99.8% | $5,443-99.8% | $11,431-99.9% |