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 | $479,618-100.0% | $18,970-100.0% | $479,618-100.0% |
| Participation rate | 0.0% | 89.3%-89.3pp | 48.1%-48.1pp | 89.3%-89.3pp |
| Annual return | 5.03% | 101.32%-96.3pp | 0.22%+4.8pp | 101.32%-96.3pp |
| Employer contribution / active EE | $15,000 | $22,484-33.3% | $5,056+196.7% | $22,484-33.3% |
| Participant deferral / active EE | $0 | $7,699-100.0% | $1,657-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $12,520-100.0% | $1,675-100.0% | $12,520-100.0% |