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 | $149,040-100.0% | $120,225-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 75.4%-75.4pp | 69.6%-69.6pp | 80.0%-80.0pp |
| Annual return | 20.86% | 605.68%-584.8pp | 439.23%-418.4pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,284 | $4,350-70.5% | $3,475-63.1% | $4,156-69.1% |
| Participant deferral / active EE | $2,229 | $4,655-52.1% | $3,999-44.3% | $6,407-65.2% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |