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 | $90,504-100.0% | $78,690-100.0% | $273,965-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 73.6%-73.6pp | 83.0%-83.0pp |
| Annual return | 3.65% | 75.61%-72.0pp | 62.18%-58.5pp | 41.45%-37.8pp |
| Employer contribution / active EE | $23,020 | $3,176+624.9% | $2,851+707.6% | $4,869+372.8% |
| Participant deferral / active EE | $18,100 | $3,901+364.0% | $3,517+414.7% | $5,287+242.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,511-100.0% | $10,132-100.0% |