Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,684 | $105,866-73.8% | $90,766-69.5% | $134,545-79.4% |
| Participation rate | 84.6% | 78.3%+6.4pp | 75.7%+8.9pp | 81.2%+3.4pp |
| Annual return | -20.24% | -10.99%-9.3pp | -12.16%-8.1pp | 418.37%-438.6pp |
| Employer contribution / active EE | $2,111 | $3,464-39.0% | $2,922-27.7% | $4,742-55.5% |
| Participant deferral / active EE | $7,750 | $5,217+48.6% | $4,565+69.8% | $6,401+21.1% |
| Admin fee / account holder | $5 | $13,938-100.0% | $8,446-99.9% | $11,431-100.0% |