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 | $123,123 | $92,766+32.7% | $82,763+48.8% | $134,545-8.5% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -13.63% | 946.97%-960.6pp | 702.45%-716.1pp | 418.37%-432.0pp |
| Employer contribution / active EE | $3,903 | $3,273+19.3% | $3,008+29.7% | $4,742-17.7% |
| Participant deferral / active EE | $1,640 | $4,802-65.9% | $4,395-62.7% | $6,401-74.4% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |