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 | $201,344-100.0% | $184,243-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 18.58% | 29.01%-10.4pp | 28.82%-10.2pp | 551.28%-532.7pp |
| Employer contribution / active EE | $33,304 | $7,022+374.2% | $6,427+418.2% | $4,663+614.2% |
| Participant deferral / active EE | $20,333 | $9,807+107.3% | $9,132+122.7% | $6,691+203.9% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |