Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,226 | $67,372+42.8% | $60,906+58.0% | $134,532-28.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.56% | 50.05%-65.6pp | 16.94%-32.5pp | 418.27%-433.8pp |
| Employer contribution / active EE | $11,760 | $3,099+279.4% | $2,703+335.1% | $4,741+148.0% |
| Participant deferral / active EE | $6,420 | $4,532+41.7% | $3,814+68.3% | $6,401+0.3% |
| Admin fee / account holder | $0 | $4,588-100.0% | $3,227-100.0% | $11,429-100.0% |