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 | $107,420 | $180,459-40.5% | $154,108-30.3% | $135,380-20.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.52% | 888.21%-896.7pp | 735.21%-743.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $7,474 | $6,035+23.8% | $5,298+41.1% | $4,779+56.4% |
| Participant deferral / active EE | $7,252 | $5,806+24.9% | $5,081+42.7% | $5,609+29.3% |
| Admin fee / account holder | $225 | $16,145-98.6% | $13,411-98.3% | $10,828-97.9% |