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 | $151,450 | $180,462-16.1% | $154,111-1.7% | $135,379+11.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.17% | 888.17%-895.3pp | 735.18%-742.4pp | 519.79%-527.0pp |
| Employer contribution / active EE | $4,616 | $6,036-23.5% | $5,298-12.9% | $4,779-3.4% |
| Participant deferral / active EE | $6,082 | $5,806+4.7% | $5,081+19.7% | $5,609+8.4% |
| Admin fee / account holder | $120 | $16,145-99.3% | $13,411-99.1% | $10,828-98.9% |