Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $154,754-100.0% | $124,206-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 75.5%-75.5pp | 69.6%-69.6pp | 79.9%-79.9pp |
| Annual return | 20.48% | 709.28%-688.8pp | 515.27%-494.8pp | 145.39%-124.9pp |
| Employer contribution / active EE | $16,938 | $4,446+280.9% | $3,540+378.4% | $4,194+303.8% |
| Participant deferral / active EE | $27,250 | $4,621+489.7% | $3,968+586.8% | $6,396+326.0% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |