Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $41,377-100.0% | $109,313-100.0% | $62,881-100.0% |
| Participation rate | 0.0% | 57.5%-57.5pp | 71.3%-71.3pp | 69.3%-69.3pp |
| Annual return | 6.72% | 11.05%-4.3pp | 22.07%-15.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,197 | $1,276-6.2% | $3,892-69.2% | $2,281-47.5% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $2,884-100.0% | $5,666-100.0% | $4,296-100.0% |