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 | $20,028 | $158,852-87.4% | $121,220-83.5% | $135,380-85.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 0.95% | -0.64%+1.6pp | 16.94%-16.0pp | 519.81%-518.9pp |
| Employer contribution / active EE | $1,932 | $5,666-65.9% | $4,023-52.0% | $4,779-59.6% |
| Participant deferral / active EE | $4,244 | $4,006+5.9% | $3,345+26.9% | $5,609-24.3% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |