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 | $77,901-100.0% | $149,717-100.0% | $75,181-100.0% |
| Participation rate | 0.0% | 65.6%-65.6pp | 78.8%-78.8pp | 67.2%-67.2pp |
| Annual return | 30.24% | 31.73%-1.5pp | 134.41%-104.2pp | 160.69%-130.4pp |
| Employer contribution / active EE | $1,320 | $3,137-57.9% | $4,820-72.6% | $2,671-50.6% |
| Participant deferral / active EE | $1,766 | $3,411-48.2% | $5,682-68.9% | $4,126-57.2% |
| Admin fee / account holder | $0 | $5,949-100.0% | $13,213-100.0% | $5,650-100.0% |