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 | $106,782 | $77,976+36.9% | $81,367+31.2% | $125,389-14.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | -2.68% | -2.85%+0.2pp | -0.92%-1.8pp | 282.24%-284.9pp |
| Employer contribution / active EE | $9,579 | $4,366+119.4% | $3,930+143.8% | $4,866+96.8% |
| Participant deferral / active EE | $6,715 | $5,646+18.9% | $5,383+24.7% | $5,352+25.5% |
| Admin fee / account holder | $0 | $12,476-100.0% | $8,926-100.0% | $9,541-100.0% |