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 | $73,546-100.0% | $63,018-100.0% | $147,586-100.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.8%-74.8pp | 82.8%-82.8pp |
| Annual return | 20.70% | 175.56%-154.9pp | 87.62%-66.9pp | 578.59%-557.9pp |
| Employer contribution / active EE | $1,066 | $3,324-67.9% | $2,761-61.4% | $4,876-78.1% |
| Participant deferral / active EE | $5,626 | $4,185+34.5% | $3,330+69.0% | $5,439+3.4% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |