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 | $217,867 | $142,392+53.0% | $119,622+82.1% | $134,532+61.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.41% | -12.46%-5.0pp | -14.98%-2.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $20,797 | $5,224+298.1% | $4,232+391.4% | $4,741+338.7% |
| Participant deferral / active EE | $14,405 | $6,467+122.7% | $5,601+157.2% | $6,401+125.0% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |