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 | $185,141-100.0% | $153,416-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 79.9%-79.9pp | 74.3%-74.3pp | 80.8%-80.8pp |
| Annual return | 12.03% | 18.72%-6.7pp | 17.84%-5.8pp | 148.84%-136.8pp |
| Employer contribution / active EE | $25,455 | $4,489+467.0% | $3,764+576.3% | $4,248+499.2% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $16,005-100.0% | $13,095-100.0% | $14,480-100.0% |