Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $165,399-100.0% | $149,745-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 38.49% | 348.34%-309.8pp | 276.72%-238.2pp | 302.99%-264.5pp |
| Employer contribution / active EE | $4,820 | $5,105-5.6% | $4,646+3.8% | $4,763+1.2% |
| Participant deferral / active EE | $18,000 | $7,183+150.6% | $6,843+163.0% | $5,983+200.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |