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 | $96,123-100.0% | $77,361-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 81.1%-81.1pp | 75.0%-75.0pp | 82.4%-82.4pp |
| Annual return | 59.14% | 2054.81%-1995.7pp | 1011.54%-952.4pp | 202.70%-143.6pp |
| Employer contribution / active EE | $5,366 | $3,791+41.5% | $2,990+79.4% | $5,055+6.1% |
| Participant deferral / active EE | $2,892 | $4,975-41.9% | $3,911-26.1% | $6,977-58.6% |
| Admin fee / account holder | $0 | $9,471-100.0% | $5,894-100.0% | $19,030-100.0% |