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 | $198,217-100.0% | $173,730-100.0% | - |
| Participation rate | 0.0% | 59.1%-59.1pp | 79.6%-79.6pp | - |
| Annual return | 6.50% | 9.45%-3.0pp | 19.96%-13.5pp | - |
| Employer contribution / active EE | $0 | $1,858-100.0% | $4,577-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $6,326-100.0% | - |
| Admin fee / account holder | $0 | $27,022-100.0% | $17,523-100.0% | - |