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 | $93,064-100.0% | $74,577-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 74.9%-74.9pp | 68.1%-68.1pp | 83.0%-83.0pp |
| Annual return | 5.10% | 26.18%-21.1pp | 20.47%-15.4pp | 41.46%-36.4pp |
| Employer contribution / active EE | $980 | $3,160-69.0% | $2,525-61.2% | $4,869-79.9% |
| Participant deferral / active EE | $3,942 | $4,160-5.3% | $3,458+14.0% | $5,287-25.4% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |