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 | $234,047 | $135,645+72.5% | $110,243+112.3% | $135,380+72.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.96% | 513.24%-519.2pp | 314.76%-320.7pp | 519.81%-525.8pp |
| Employer contribution / active EE | $9,187 | $4,907+87.2% | $3,827+140.1% | $4,779+92.2% |
| Participant deferral / active EE | $4,621 | $5,507-16.1% | $4,672-1.1% | $5,609-17.6% |
| Admin fee / account holder | $203 | $11,458-98.2% | $8,548-97.6% | $10,828-98.1% |