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 | $180,466-100.0% | $154,114-100.0% | $135,382-100.0% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | 6.24% | 888.15%-881.9pp | 735.16%-728.9pp | 519.77%-513.5pp |
| Employer contribution / active EE | $2,500 | $6,035-58.6% | $5,298-52.8% | $4,779-47.7% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |