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 | $142,430-100.0% | $115,170-100.0% | $152,885-100.0% |
| Participation rate | 0.0% | 82.4%-82.4pp | 75.9%-75.9pp | 82.5%-82.5pp |
| Annual return | 8.36% | 41.48%-33.1pp | 35.60%-27.2pp | 345.39%-337.0pp |
| Employer contribution / active EE | $19,885 | $4,011+395.8% | $3,179+525.5% | $4,763+317.5% |
| Participant deferral / active EE | $22,000 | $5,165+325.9% | $4,169+427.7% | $5,851+276.0% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,598-100.0% |