Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $176,120-100.0% | $159,487-100.0% | $167,553-100.0% |
| Participation rate | 0.0% | 85.0%-85.0pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | 12.31% | 331.95%-319.6pp | 263.71%-251.4pp | 478.89%-466.6pp |
| Employer contribution / active EE | $2,256 | $5,299-57.4% | $4,831-53.3% | $4,840-53.4% |
| Participant deferral / active EE | $6,183 | $7,752-20.2% | $7,354-15.9% | $6,343-2.5% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |