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 | $131,835-100.0% | $108,582-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 83.5%-83.5pp | 79.6%-79.6pp | 83.0%-83.0pp |
| Annual return | 8.08% | -91.57%+99.7pp | -51.70%+59.8pp | 41.46%-33.4pp |
| Employer contribution / active EE | $5,758 | $4,913+17.2% | $3,758+53.2% | $4,869+18.3% |
| Participant deferral / active EE | $13,696 | $5,127+167.1% | $4,311+217.7% | $5,287+159.0% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |