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 | $170,470 | $123,859+37.6% | $69,632+144.8% | $145,897+16.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 11.71% | 192.49%-180.8pp | 101.32%-89.6pp | 552.29%-540.6pp |
| Employer contribution / active EE | $22,569 | $2,673+744.2% | $1,708+1221.1% | $4,663+384.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,889-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $7,817-100.0% | $4,695-100.0% | $13,390-100.0% |