Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $564,969-100.0% | $531,348-100.0% | $564,969-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 80.0%-80.0pp | 88.5%-88.5pp |
| Annual return | 33.13% | 7.52%+25.6pp | 17.24%+15.9pp | 7.52%+25.6pp |
| Employer contribution / active EE | $45,000 | $26,761+68.2% | $33,360+34.9% | $26,761+68.2% |
| Participant deferral / active EE | $0 | $6,006-100.0% | $5,021-100.0% | $6,006-100.0% |
| Admin fee / account holder | $0 | $17,215-100.0% | $8,384-100.0% | $17,215-100.0% |