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 | $145,312 | $299,959-51.6% | $185,849-21.8% | - |
| Participation rate | 0.0% | 61.2%-61.2pp | 81.7%-81.7pp | - |
| Annual return | 20.09% | 9.80%+10.3pp | 122.10%-102.0pp | - |
| Employer contribution / active EE | $0 | $1,731-100.0% | $5,169-100.0% | - |
| Participant deferral / active EE | $0 | $2,385-100.0% | $5,569-100.0% | - |
| Admin fee / account holder | $25 | $47,864-99.9% | $16,244-99.8% | - |