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 | $141,089 | $151,473-6.9% | $153,500-8.1% | - |
| Participation rate | 0.0% | 67.4%-67.4pp | 77.1%-77.1pp | - |
| Annual return | 19.19% | 14.12%+5.1pp | 15.70%+3.5pp | - |
| Employer contribution / active EE | $0 | $2,538-100.0% | $5,039-100.0% | - |
| Participant deferral / active EE | $0 | $4,234-100.0% | $6,756-100.0% | - |
| Admin fee / account holder | $0 | $25,249-100.0% | $12,736-100.0% | - |