Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,761 | $138,114+34.5% | $125,391+48.1% | $134,545+38.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.87% | 750.88%-769.8pp | 572.41%-591.3pp | 418.37%-437.2pp |
| Employer contribution / active EE | $22,000 | $5,246+319.4% | $4,816+356.8% | $4,742+364.0% |
| Participant deferral / active EE | $27,000 | $7,801+246.1% | $7,448+262.5% | $6,401+321.8% |
| Admin fee / account holder | $131 | $11,570-98.9% | $10,009-98.7% | $11,431-98.9% |