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 | $37,820 | $140,578-73.1% | $100,671-62.4% | $125,389-69.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -2.40% | 24.67%-27.1pp | 20.43%-22.8pp | 282.24%-284.6pp |
| Employer contribution / active EE | $3,996 | $5,965-33.0% | $4,012-0.4% | $4,866-17.9% |
| Participant deferral / active EE | $7,357 | $3,981+84.8% | $3,144+134.0% | $5,352+37.5% |
| Admin fee / account holder | $41 | $6,716-99.4% | $4,850-99.2% | $9,541-99.6% |