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 | $90,404 | $131,835-31.4% | $108,582-16.7% | $273,972-67.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.28% | -91.57%+98.8pp | -51.70%+59.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $13,476 | $4,913+174.3% | $3,758+258.6% | $4,869+176.8% |
| Participant deferral / active EE | $10,813 | $5,127+110.9% | $4,311+150.8% | $5,287+104.5% |
| Admin fee / account holder | $217 | $10,253-97.9% | $7,645-97.2% | $10,133-97.9% |