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 | $112,729-100.0% | $98,716-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.3%-69.3pp | 80.0%-80.0pp |
| Annual return | 27.90% | 38.48%-10.6pp | 31.81%-3.9pp | 220.34%-192.4pp |
| Employer contribution / active EE | $11,000 | $2,725+303.6% | $2,279+382.8% | $4,156+164.7% |
| Participant deferral / active EE | $2,600 | $4,640-44.0% | $4,048-35.8% | $6,407-59.4% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |