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 | $233,237 | $138,078+68.9% | $125,363+86.0% | $134,509+73.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.97% | 750.49%-760.5pp | 572.15%-582.1pp | 418.13%-428.1pp |
| Employer contribution / active EE | $22,813 | $5,245+335.0% | $4,815+373.8% | $4,741+381.2% |
| Participant deferral / active EE | $3,076 | $7,800-60.6% | $7,447-58.7% | $6,400-51.9% |
| Admin fee / account holder | $125 | $11,566-98.9% | $10,005-98.7% | $11,427-98.9% |