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 | $135,117 | $138,102-2.2% | $125,381+7.8% | $134,532+0.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.77% | 750.73%-769.5pp | 572.31%-591.1pp | 418.27%-437.0pp |
| Employer contribution / active EE | $1,849 | $5,245-64.8% | $4,815-61.6% | $4,741-61.0% |
| Participant deferral / active EE | $13,625 | $7,801+74.7% | $7,448+82.9% | $6,401+112.9% |
| Admin fee / account holder | $40 | $11,568-99.7% | $10,007-99.6% | $11,429-99.6% |