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 | $109,411-100.0% | $89,435-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 74.3%-74.3pp | 68.0%-68.0pp | 82.0%-82.0pp |
| Annual return | 18.25% | 345.68%-327.4pp | 245.55%-227.3pp | 302.99%-284.7pp |
| Employer contribution / active EE | $31,000 | $3,173+877.1% | $2,587+1098.3% | $4,763+550.9% |
| Participant deferral / active EE | $26,000 | $4,600+465.2% | $3,890+568.3% | $5,983+334.5% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |