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 | $176,120-100.0% | $159,487-100.0% | $167,553-100.0% |
| Participation rate | 0.0% | 85.0%-85.0pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | 14.96% | 331.95%-317.0pp | 263.71%-248.7pp | 478.89%-463.9pp |
| Employer contribution / active EE | $38,750 | $5,299+631.2% | $4,831+702.1% | $4,840+700.7% |
| Participant deferral / active EE | $22,500 | $7,752+190.3% | $7,354+206.0% | $6,343+254.7% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |