Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,996-100.0% | $78,004-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 74.4%-74.4pp | 69.4%-69.4pp | 79.9%-79.9pp |
| Annual return | 15.07% | 28.03%-13.0pp | 31.07%-16.0pp | 145.39%-130.3pp |
| Employer contribution / active EE | $11,078 | $2,917+279.8% | $2,469+348.7% | $4,194+164.1% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $4,092-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $8,807-100.0% | $7,578-100.0% | $12,562-100.0% |