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 | $142,680 | $92,743+53.8% | $82,744+72.4% | $134,532+6.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.59% | 946.63%-963.2pp | 702.22%-718.8pp | 418.27%-434.9pp |
| Employer contribution / active EE | $16,968 | $3,273+418.5% | $3,008+464.1% | $4,741+257.9% |
| Participant deferral / active EE | $14,024 | $4,802+192.1% | $4,395+219.1% | $6,401+119.1% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |