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 | $234,627 | $84,685+177.1% | $73,836+217.8% | $125,389+87.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.45% | 3123.80%-3125.2pp | 2268.06%-2269.5pp | 282.24%-283.7pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $22,100 | $3,993+453.5% | $3,583+516.8% | $5,352+313.0% |
| Admin fee / account holder | $20 | $5,694-99.6% | $4,882-99.6% | $9,541-99.8% |