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 | $24,499 | $105,861-76.9% | $90,756-73.0% | $134,509-81.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -8.80% | -10.99%+2.2pp | -12.16%+3.4pp | 418.13%-426.9pp |
| Employer contribution / active EE | $5,892 | $3,463+70.1% | $2,922+101.7% | $4,741+24.3% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,400-100.0% |
| Admin fee / account holder | $106 | $13,938-99.2% | $8,445-98.7% | $11,427-99.1% |