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 | $147,150 | $138,075+6.6% | $123,552+19.1% | $135,379+8.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.34% | 153.70%-162.0pp | 119.20%-127.5pp | 519.79%-528.1pp |
| Employer contribution / active EE | $10,686 | $5,152+107.4% | $4,628+130.9% | $4,779+123.6% |
| Participant deferral / active EE | $9,126 | $6,800+34.2% | $6,426+42.0% | $5,609+62.7% |
| Admin fee / account holder | $37 | $10,917-99.7% | $9,285-99.6% | $10,828-99.7% |