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 | $0 | $90,530-100.0% | $76,030-100.0% | $145,897-100.0% |
| Participation rate | 0.0% | 74.4%-74.4pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 14.62% | 625.08%-610.5pp | 361.54%-346.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,933 | $3,319-11.6% | $2,688+9.1% | $4,663-37.1% |
| Participant deferral / active EE | $6,803 | $5,164+31.7% | $4,257+59.8% | $6,689+1.7% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |