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 | $160,117 | $138,114+15.9% | $125,391+27.7% | $134,545+19.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.70% | 750.88%-770.6pp | 572.41%-592.1pp | 418.37%-438.1pp |
| Employer contribution / active EE | $2,424 | $5,246-53.8% | $4,816-49.7% | $4,742-48.9% |
| Participant deferral / active EE | $2,590 | $7,801-66.8% | $7,448-65.2% | $6,401-59.5% |
| Admin fee / account holder | $17 | $11,570-99.9% | $10,009-99.8% | $11,431-99.9% |