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 | $80,310 | $83,908-4.3% | $68,509+17.2% | $125,389-36.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 0.59% | 14.48%-13.9pp | 8.27%-7.7pp | 282.24%-281.6pp |
| Employer contribution / active EE | $24,000 | $3,031+691.8% | $2,278+953.6% | $4,866+393.2% |
| Participant deferral / active EE | $11,518 | $4,125+179.2% | $3,382+240.5% | $5,352+115.2% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |