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 | $74,245 | $127,387-41.7% | $115,038-35.5% | $125,389-40.8% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -1.01% | 31.28%-32.3pp | 26.14%-27.2pp | 282.24%-283.3pp |
| Employer contribution / active EE | $2,761 | $5,166-46.6% | $4,608-40.1% | $4,866-43.3% |
| Participant deferral / active EE | $4,493 | $6,423-30.1% | $6,026-25.5% | $5,352-16.1% |
| Admin fee / account holder | $7 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |