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 | $150,197-100.0% | $120,368-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 78.8%-78.8pp | 71.9%-71.9pp | 80.3%-80.3pp |
| Annual return | 17.30% | 154.26%-137.0pp | 107.26%-90.0pp | 561.95%-544.7pp |
| Employer contribution / active EE | $21,023 | $4,350+383.2% | $3,465+506.8% | $4,661+351.1% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,991-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $12,216-100.0% | $9,429-100.0% | $13,398-100.0% |