Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,354 | $106,551+62.7% | $91,225+90.0% | $134,532+28.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.94% | 160.78%-179.7pp | 114.12%-133.1pp | 418.27%-437.2pp |
| Employer contribution / active EE | $13,250 | $3,331+297.7% | $2,851+364.8% | $4,741+179.5% |
| Participant deferral / active EE | $14,363 | $4,718+204.4% | $4,233+239.3% | $6,401+124.4% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,429-100.0% |