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 | $210,698-100.0% | $178,014-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 23.21% | 386.27%-363.1pp | 294.80%-271.6pp | 561.95%-538.7pp |
| Employer contribution / active EE | $10,280 | $4,567+125.1% | $3,950+160.3% | $4,661+120.6% |
| Participant deferral / active EE | $30,000 | $6,958+331.1% | $6,276+378.0% | $6,689+348.5% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |