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 | $48,337-100.0% | $67,560-100.0% | $80,959-100.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 72.9%-72.9pp | 67.7%-67.7pp |
| Annual return | 28.08% | 18.26%+9.8pp | 3533.50%-3505.4pp | 35.67%-7.6pp |
| Employer contribution / active EE | $692 | $2,023-65.8% | $2,737-74.7% | $2,757-74.9% |
| Participant deferral / active EE | $1,021 | $2,928-65.1% | $4,004-74.5% | $4,300-76.3% |
| Admin fee / account holder | $0 | $3,695-100.0% | $3,994-100.0% | $6,925-100.0% |