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 | $88,754-100.0% | $81,820-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 10.99% | 1031.77%-1020.8pp | 777.93%-766.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $8,144 | $3,085+163.9% | $2,915+179.4% | $4,663+74.6% |
| Participant deferral / active EE | $4,228 | $4,648-9.0% | $4,323-2.2% | $6,691-36.8% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |