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 | $147,929 | $138,076+7.1% | $123,553+19.7% | $135,380+9.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.83% | 153.70%-161.5pp | 119.21%-127.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $2,967 | $5,152-42.4% | $4,628-35.9% | $4,779-37.9% |
| Participant deferral / active EE | $16,900 | $6,800+148.5% | $6,426+163.0% | $5,609+201.3% |
| Admin fee / account holder | $248 | $10,917-97.7% | $9,284-97.3% | $10,828-97.7% |