Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $175,212-100.0% | $149,682-100.0% | $139,427-100.0% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 16.32% | 166.63%-150.3pp | 134.35%-118.0pp | 373.27%-356.9pp |
| Employer contribution / active EE | $3,597 | $5,475-34.3% | $4,818-25.4% | $4,752-24.3% |
| Participant deferral / active EE | $9,642 | $6,520+47.9% | $5,681+69.7% | $6,711+43.7% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |