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 | $95,334 | $135,645-29.7% | $110,243-13.5% | $135,380-29.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.83% | 513.24%-517.1pp | 314.76%-318.6pp | 519.81%-523.6pp |
| Employer contribution / active EE | $11,997 | $4,907+144.5% | $3,827+213.5% | $4,779+151.0% |
| Participant deferral / active EE | $12,143 | $5,507+120.5% | $4,672+159.9% | $5,609+116.5% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |