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 | $95,383-100.0% | $185,837-100.0% | $85,856-100.0% |
| Participation rate | 0.0% | 68.8%-68.8pp | 81.7%-81.7pp | 69.3%-69.3pp |
| Annual return | 19.75% | 23.59%-3.8pp | 122.08%-102.3pp | 318.58%-298.8pp |
| Employer contribution / active EE | $1,990 | $3,313-39.9% | $5,168-61.5% | $2,565-22.4% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,241-100.0% | $6,261-100.0% |