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 | $400,898-100.0% | $400,898-100.0% | $479,618-100.0% |
| Participation rate | 0.0% | 88.0%-88.0pp | 88.0%-88.0pp | 89.3%-89.3pp |
| Annual return | 5.02% | -2.68%+7.7pp | -2.67%+7.7pp | 101.32%-96.3pp |
| Employer contribution / active EE | $12,000 | $13,566-11.5% | $13,042-8.0% | $22,484-46.6% |
| Participant deferral / active EE | $0 | $9,404-100.0% | $9,404-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $6,140-100.0% | $6,140-100.0% | $12,520-100.0% |