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 | $152,591-100.0% | $117,529-100.0% | $134,545-100.0% |
| Participation rate | 0.0% | 77.1%-77.1pp | 70.6%-70.6pp | 81.2%-81.2pp |
| Annual return | -16.88% | 53.04%-69.9pp | 29.77%-46.7pp | 418.37%-435.3pp |
| Employer contribution / active EE | $1,850 | $5,576-66.8% | $4,179-55.7% | $4,742-61.0% |
| Participant deferral / active EE | $1,850 | $4,821-61.6% | $4,072-54.6% | $6,401-71.1% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |