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 | $71,537 | $167,352-57.3% | $143,788-50.2% | $134,509-46.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.98% | 0.47%-16.5pp | -0.03%-16.0pp | 418.13%-434.1pp |
| Employer contribution / active EE | $2,844 | $5,620-49.4% | $4,952-42.6% | $4,741-40.0% |
| Participant deferral / active EE | $12,484 | $6,447+93.6% | $5,638+121.4% | $6,400+95.1% |
| Admin fee / account holder | $231 | $18,091-98.7% | $14,675-98.4% | $11,427-98.0% |