Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $99,031-100.0% | $86,597-100.0% | $147,585-100.0% |
| Participation rate | 0.0% | 76.3%-76.3pp | 73.5%-73.5pp | 82.8%-82.8pp |
| Annual return | 16.06% | 1312.56%-1296.5pp | 964.96%-948.9pp | 578.57%-562.5pp |
| Employer contribution / active EE | $1,800 | $3,132-42.5% | $2,840-36.6% | $4,876-63.1% |
| Participant deferral / active EE | $6,638 | $3,972+67.1% | $3,609+83.9% | $5,439+22.1% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |