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 | $166,089-100.0% | $164,928-100.0% | $145,978-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 50.37% | 100.26%-49.9pp | 70.08%-19.7pp | 550.52%-500.1pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $30,500 | $6,961+338.1% | $6,034+405.5% | $6,690+355.9% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |