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 | $142,505 | $90,607+57.3% | $79,467+79.3% | $135,380+5.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.33% | 977.74%-985.1pp | 718.30%-725.6pp | 519.81%-527.1pp |
| Employer contribution / active EE | $12,240 | $3,068+299.0% | $2,800+337.1% | $4,779+156.1% |
| Participant deferral / active EE | $10,423 | $4,050+157.3% | $3,704+181.4% | $5,609+85.8% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |