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 | $150,125 | $135,645+10.7% | $110,243+36.2% | $135,380+10.9% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -2.29% | 513.24%-515.5pp | 314.76%-317.0pp | 519.81%-522.1pp |
| Employer contribution / active EE | $8,664 | $4,907+76.6% | $3,827+126.4% | $4,779+81.3% |
| Participant deferral / active EE | $7,903 | $5,507+43.5% | $4,672+69.2% | $5,609+40.9% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |