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 | $48,634 | $91,911-47.1% | $68,612-29.1% | $135,380-64.1% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -4.81% | -8.22%+3.4pp | -4.63%-0.2pp | 519.81%-524.6pp |
| Employer contribution / active EE | $2,778 | $3,924-29.2% | $2,625+5.8% | $4,779-41.9% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6 | $9,240-99.9% | $5,131-99.9% | $10,828-99.9% |