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 | $177,638 | $67,396+163.6% | $60,919+191.6% | $134,545+32.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -12.29% | 50.12%-62.4pp | 16.96%-29.3pp | 418.37%-430.7pp |
| Employer contribution / active EE | $24,781 | $3,101+699.1% | $2,704+816.5% | $4,742+422.6% |
| Participant deferral / active EE | $6,560 | $4,534+44.7% | $3,814+72.0% | $6,401+2.5% |
| Admin fee / account holder | $9 | $4,590-99.8% | $3,228-99.7% | $11,431-99.9% |