Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $148,629-100.0% | $135,982-100.0% | $139,487-100.0% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 15.12% | 79.33%-64.2pp | 68.32%-53.2pp | 373.84%-358.7pp |
| Employer contribution / active EE | $1,887 | $5,247-64.0% | $4,859-61.2% | $4,755-60.3% |
| Participant deferral / active EE | $7,164 | $8,102-11.6% | $7,760-7.7% | $6,713+6.7% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |