Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $172,111-100.0% | $150,298-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 22.99% | 69.37%-46.4pp | 62.79%-39.8pp | 220.34%-197.4pp |
| Employer contribution / active EE | $1,660 | $4,636-64.2% | $4,154-60.0% | $4,156-60.1% |
| Participant deferral / active EE | $11,548 | $6,166+87.3% | $5,453+111.8% | $6,407+80.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |