Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,367 | $96,956-82.1% | $69,779-75.1% | $273,972-93.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 0.00% | 12.93%-12.9pp | 12.99%-13.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $16,157 | $3,316+387.3% | $2,338+590.9% | $4,869+231.8% |
| Participant deferral / active EE | $6,967 | $3,744+86.1% | $2,931+137.7% | $5,287+31.8% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |