Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,033 | $138,076+24.6% | $123,553+39.2% | $135,380+27.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.27% | 153.70%-158.0pp | 119.21%-123.5pp | 519.81%-524.1pp |
| Employer contribution / active EE | $55,000 | $5,152+967.6% | $4,628+1088.4% | $4,779+1050.9% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $213 | $10,917-98.0% | $9,284-97.7% | $10,828-98.0% |