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 | $159,627 | $92,766+72.1% | $82,763+92.9% | $134,545+18.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.00% | 946.97%-966.0pp | 702.45%-721.4pp | 418.37%-437.4pp |
| Employer contribution / active EE | $5,185 | $3,273+58.4% | $3,008+72.3% | $4,742+9.3% |
| Participant deferral / active EE | $15,015 | $4,802+212.7% | $4,395+241.6% | $6,401+134.6% |
| Admin fee / account holder | $18 | $5,978-99.7% | $5,325-99.7% | $11,431-99.8% |