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 | $73,286 | $180,459-59.4% | $154,108-52.4% | $135,380-45.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.58% | 888.21%-894.8pp | 735.21%-741.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $13,254 | $6,035+119.6% | $5,298+150.2% | $4,779+177.3% |
| Participant deferral / active EE | $4,635 | $5,806-20.2% | $5,081-8.8% | $5,609-17.4% |
| Admin fee / account holder | $17 | $16,145-99.9% | $13,411-99.9% | $10,828-99.8% |