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 | $139,203 | $77,976+78.5% | $81,367+71.1% | $125,388+11.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | -1.10% | -2.85%+1.7pp | -0.92%-0.2pp | 282.24%-283.3pp |
| Employer contribution / active EE | $10,000 | $4,366+129.1% | $3,930+154.5% | $4,866+105.5% |
| Participant deferral / active EE | $7,387 | $5,646+30.8% | $5,383+37.2% | $5,352+38.0% |
| Admin fee / account holder | $0 | $12,476-100.0% | $8,926-100.0% | $9,541-100.0% |