Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,359 | $180,462-69.3% | $154,111-64.1% | $135,379-59.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.15% | 888.17%-892.3pp | 735.18%-739.3pp | 519.79%-523.9pp |
| Employer contribution / active EE | $19,252 | $6,036+219.0% | $5,298+263.4% | $4,779+302.9% |
| Participant deferral / active EE | $12,000 | $5,806+106.7% | $5,081+136.2% | $5,609+113.9% |
| Admin fee / account holder | $189 | $16,145-98.8% | $13,411-98.6% | $10,828-98.3% |