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 | $64,920-100.0% | $103,693-100.0% | $86,983-100.0% |
| Participation rate | 0.0% | 63.6%-63.6pp | 72.6%-72.6pp | 69.5%-69.5pp |
| Annual return | 13.13% | 30.29%-17.2pp | 47.61%-34.5pp | 25.83%-12.7pp |
| Employer contribution / active EE | $7,031 | $2,141+228.4% | $2,920+140.8% | $2,584+172.0% |
| Participant deferral / active EE | $3,927 | $3,241+21.2% | $4,579-14.3% | $4,194-6.4% |
| Admin fee / account holder | $0 | $6,191-100.0% | $7,858-100.0% | $7,856-100.0% |