Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $133,981-100.0% | $112,249-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 81.2%-81.2pp |
| Annual return | -8.86% | 47.16%-56.0pp | 27.48%-36.3pp | 418.27%-427.1pp |
| Employer contribution / active EE | $14,035 | $4,040+247.4% | $3,636+286.0% | $4,741+196.0% |
| Participant deferral / active EE | $23,750 | $5,292+348.8% | $4,729+402.2% | $6,401+271.0% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |