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 | $225,386 | $90,607+148.8% | $79,467+183.6% | $135,380+66.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.70% | 977.74%-986.4pp | 718.30%-727.0pp | 519.81%-528.5pp |
| Employer contribution / active EE | $14,830 | $3,068+383.4% | $2,800+429.6% | $4,779+210.3% |
| Participant deferral / active EE | $7,097 | $4,050+75.2% | $3,704+91.6% | $5,609+26.5% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |