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 | $112,615 | $160,059-29.6% | $140,019-19.6% | $135,380-16.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.96% | 911.48%-919.4pp | 651.17%-659.1pp | 519.81%-527.8pp |
| Employer contribution / active EE | $11,691 | $6,420+82.1% | $5,605+108.6% | $4,779+144.6% |
| Participant deferral / active EE | $11,175 | $7,641+46.3% | $6,927+61.3% | $5,609+99.2% |
| Admin fee / account holder | $28 | $13,328-99.8% | $10,705-99.7% | $10,828-99.7% |