Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $198,462-100.0% | $170,439-100.0% | $147,585-100.0% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | 27.80% | 257.30%-229.5pp | 205.94%-178.1pp | 578.58%-550.8pp |
| Employer contribution / active EE | $3,618 | $6,184-41.5% | $5,433-33.4% | $4,876-25.8% |
| Participant deferral / active EE | $11,000 | $5,629+95.4% | $4,939+122.7% | $5,439+102.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |