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 | $68,773 | $135,645-49.3% | $110,243-37.6% | $135,380-49.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.63% | 513.24%-518.9pp | 314.76%-320.4pp | 519.81%-525.4pp |
| Employer contribution / active EE | $19,872 | $4,907+305.0% | $3,827+419.3% | $4,779+315.8% |
| Participant deferral / active EE | $16,451 | $5,507+198.7% | $4,672+252.1% | $5,609+193.3% |
| Admin fee / account holder | $15 | $11,458-99.9% | $8,548-99.8% | $10,828-99.9% |