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 | $74,553 | $95,975-22.3% | $74,5490% | $135,379-44.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.91% | 56.96%-65.9pp | 32.53%-41.4pp | 519.79%-528.7pp |
| Employer contribution / active EE | $16,216 | $2,716+497.0% | $1,961+726.9% | $4,779+239.3% |
| Participant deferral / active EE | $8,529 | $3,844+121.9% | $3,108+174.4% | $5,609+52.1% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |