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 | $152,445 | $138,102+10.4% | $125,381+21.6% | $134,532+13.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.28% | 750.73%-762.0pp | 572.31%-583.6pp | 418.27%-429.5pp |
| Employer contribution / active EE | $9,092 | $5,245+73.3% | $4,815+88.8% | $4,741+91.8% |
| Participant deferral / active EE | $11,997 | $7,801+53.8% | $7,448+61.1% | $6,401+87.4% |
| Admin fee / account holder | $153 | $11,568-98.7% | $10,007-98.5% | $11,429-98.7% |