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 | $209,422-100.0% | $178,503-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 86.4%-86.4pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | 6.32% | 188.81%-182.5pp | 151.12%-144.8pp | 302.99%-296.7pp |
| Employer contribution / active EE | $1,399 | $5,707-75.5% | $5,011-72.1% | $4,763-70.6% |
| Participant deferral / active EE | $5,778 | $5,955-3.0% | $5,202+11.1% | $5,983-3.4% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |