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 | $541,860-100.0% | $541,860-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 36.4%-36.4pp | 33.3%-33.3pp | 35.7%-35.7pp |
| Annual return | 88.73% | 7.66%+81.1pp | 7.71%+81.0pp | 15.19%+73.5pp |
| Employer contribution / active EE | $10,275 | $40,595-74.7% | $39,519-74.0% | $34,877-70.5% |
| Participant deferral / active EE | $14,971 | $120+12332.8% | $120+12412.1% | $86+17390.4% |
| Admin fee / account holder | $0 | $47,135-100.0% | $47,135-100.0% | $50,584-100.0% |