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 | $215,361-100.0% | $171,082-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 76.7%-76.7pp | 83.0%-83.0pp |
| Annual return | 14.37% | 25.14%-10.8pp | 32.56%-18.2pp | 41.46%-27.1pp |
| Employer contribution / active EE | $13,500 | $4,967+171.8% | $4,002+237.3% | $4,869+177.3% |
| Participant deferral / active EE | $13,500 | $5,543+143.5% | $4,797+181.4% | $5,287+155.3% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |