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 | $34,430 | $84,518-59.3% | $67,704-49.1% | $125,389-72.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -3.54% | 2.57%-6.1pp | 25.41%-28.9pp | 282.24%-285.8pp |
| Employer contribution / active EE | $5,736 | $3,292+74.2% | $2,559+124.1% | $4,866+17.9% |
| Participant deferral / active EE | $4,997 | $4,430+12.8% | $3,585+39.4% | $5,352-6.6% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |