Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $154,209-100.0% | $130,062-100.0% | $139,487-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.5%-78.5pp | 80.3%-80.3pp |
| Annual return | 20.86% | 32.52%-11.7pp | -137.37%+158.2pp | 373.84%-353.0pp |
| Employer contribution / active EE | $39,500 | $5,292+646.3% | $4,322+813.9% | $4,755+730.8% |
| Participant deferral / active EE | $26,250 | $6,709+291.3% | $5,821+351.0% | $6,713+291.1% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |