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 | $208,526 | $92,766+124.8% | $82,763+152.0% | $134,545+55.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.52% | 946.97%-963.5pp | 702.45%-719.0pp | 418.37%-434.9pp |
| Employer contribution / active EE | $20,000 | $3,273+511.1% | $3,008+564.8% | $4,742+321.8% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $188 | $5,978-96.9% | $5,325-96.5% | $11,431-98.4% |