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 | $50,663 | $211,946-76.1% | $169,452-70.1% | $135,379-62.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.50% | 3.26%-2.8pp | 1.83%-1.3pp | 519.79%-519.3pp |
| Employer contribution / active EE | $1,668 | $5,117-67.4% | $4,157-59.9% | $4,779-65.1% |
| Participant deferral / active EE | $9,415 | $6,075+55.0% | $5,277+78.4% | $5,609+67.8% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |