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 | $150,756 | $92,707+62.6% | $82,726+82.2% | $134,493+12.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -1.28% | 945.12%-946.4pp | 701.33%-702.6pp | 418.01%-419.3pp |
| Employer contribution / active EE | $1,229 | $3,274-62.5% | $3,009-59.2% | $4,740-74.1% |
| Participant deferral / active EE | $12,600 | $4,801+162.4% | $4,394+186.7% | $6,400+96.9% |
| Admin fee / account holder | $20 | $5,980-99.7% | $5,328-99.6% | $11,425-99.8% |