Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,888 | $138,114-28.4% | $125,391-21.1% | $134,545-26.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.53% | 750.88%-770.4pp | 572.41%-591.9pp | 418.37%-437.9pp |
| Employer contribution / active EE | $5,685 | $5,246+8.4% | $4,816+18.1% | $4,742+19.9% |
| Participant deferral / active EE | $19,850 | $7,801+154.5% | $7,448+166.5% | $6,401+210.1% |
| Admin fee / account holder | $4 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |