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 | $100,868-100.0% | $90,414-100.0% | $158,931-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | 7.96% | 1724.58%-1716.6pp | 1293.19%-1285.2pp | 302.86%-294.9pp |
| Employer contribution / active EE | $645 | $3,689-82.5% | $3,262-80.2% | $4,761-86.4% |
| Participant deferral / active EE | $1,547 | $4,348-64.4% | $3,963-61.0% | $5,982-74.1% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,611-100.0% | $11,247-100.0% |