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 | $182,503 | $95,979+90.1% | $74,551+144.8% | $135,380+34.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.51% | 56.97%-60.5pp | 32.53%-36.0pp | 519.81%-523.3pp |
| Employer contribution / active EE | $10,347 | $2,716+280.9% | $1,961+427.6% | $4,779+116.5% |
| Participant deferral / active EE | $10,500 | $3,844+173.2% | $3,108+237.8% | $5,609+87.2% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |