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 | $202,955 | $138,075+47.0% | $123,552+64.3% | $135,379+49.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.84% | 153.70%-162.5pp | 119.20%-128.0pp | 519.79%-528.6pp |
| Employer contribution / active EE | $19,201 | $5,152+272.7% | $4,628+314.9% | $4,779+301.8% |
| Participant deferral / active EE | $19,580 | $6,800+188.0% | $6,426+204.7% | $5,609+249.1% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |