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 | $103,038-100.0% | $90,324-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.5%-82.5pp |
| Annual return | 14.40% | 95.25%-80.9pp | 78.15%-63.8pp | 345.46%-331.1pp |
| Employer contribution / active EE | $1,188 | $3,141-62.2% | $2,856-58.4% | $4,764-75.1% |
| Participant deferral / active EE | $4,709 | $4,282+10.0% | $3,885+21.2% | $5,851-19.5% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |