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 | $209,302 | $85,790+144.0% | $67,313+210.9% | $135,380+54.6% |
| Participation rate | 70.0% | 76.5%-6.5pp | 69.1%+0.9pp | 82.6%-12.6pp |
| Annual return | -2.38% | -0.54%-1.8pp | -4.08%+1.7pp | 519.81%-522.2pp |
| Employer contribution / active EE | $21,180 | $3,487+507.4% | $2,566+725.5% | $4,779+343.2% |
| Participant deferral / active EE | $8,450 | $4,651+81.7% | $3,568+136.8% | $5,609+50.7% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |