Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,436 | $88,707-31.9% | $74,184-18.5% | $273,972-77.9% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 0.00% | 11.94%-11.9pp | 17.74%-17.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $8,570 | $3,159+171.3% | $2,370+261.6% | $4,869+76.0% |
| Participant deferral / active EE | $8,570 | $4,212+103.5% | $3,550+141.4% | $5,287+62.1% |
| Admin fee / account holder | $220 | $8,717-97.5% | $5,586-96.1% | $10,133-97.8% |