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 | $160,421 | $92,743+73.0% | $82,744+93.9% | $134,532+19.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -3.53% | 946.63%-950.2pp | 702.22%-705.7pp | 418.27%-421.8pp |
| Employer contribution / active EE | $2,586 | $3,273-21.0% | $3,008-14.0% | $4,741-45.5% |
| Participant deferral / active EE | $13,020 | $4,802+171.2% | $4,395+196.3% | $6,401+103.4% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |