Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $599,428-100.0% | $599,428-100.0% | $534,210-100.0% |
| Participation rate | 0.0% | 91.7%-91.7pp | 91.7%-91.7pp | 89.6%-89.6pp |
| Annual return | 4.91% | 12.58%-7.7pp | 12.75%-7.8pp | 10.40%-5.5pp |
| Employer contribution / active EE | $12,000 | $13,174-8.9% | $12,754-5.9% | $19,440-38.3% |
| Participant deferral / active EE | $0 | $23,703-100.0% | $23,703-100.0% | $11,136-100.0% |
| Admin fee / account holder | $0 | $10,494-100.0% | $10,494-100.0% | $14,821-100.0% |