Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $183,539-100.0% | $155,556-100.0% | $145,897-100.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 23.02% | 61.31%-38.3pp | 64.84%-41.8pp | 552.29%-529.3pp |
| Employer contribution / active EE | $3,239 | $5,315-39.1% | $4,675-30.7% | $4,663-30.5% |
| Participant deferral / active EE | $8,300 | $6,467+28.3% | $5,631+47.4% | $6,689+24.1% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |