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 | $59,813 | $197,819-69.8% | $155,789-61.6% | $125,389-52.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.33% | 86.73%-87.1pp | 71.54%-71.9pp | 282.24%-282.6pp |
| Employer contribution / active EE | $20,363 | $4,850+319.8% | $3,839+430.5% | $4,866+318.5% |
| Participant deferral / active EE | $12,000 | $5,631+113.1% | $4,798+150.1% | $5,352+124.2% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |