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 | $34,648 | $167,352-79.3% | $143,788-75.9% | $134,509-74.2% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -6.79% | 0.47%-7.3pp | -0.03%-6.8pp | 418.13%-424.9pp |
| Employer contribution / active EE | $1,270 | $5,620-77.4% | $4,952-74.3% | $4,741-73.2% |
| Participant deferral / active EE | $5,273 | $6,447-18.2% | $5,638-6.5% | $6,400-17.6% |
| Admin fee / account holder | $52 | $18,091-99.7% | $14,675-99.6% | $11,427-99.5% |