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 | $16,345 | $84,518-80.7% | $67,704-75.9% | $125,389-87.0% |
| Participation rate | 80.0% | 74.8%+5.2pp | 67.5%+12.5pp | 83.2%-3.2pp |
| Annual return | -2.68% | 2.57%-5.2pp | 25.41%-28.1pp | 282.24%-284.9pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,499 | $4,430-66.2% | $3,585-58.2% | $5,352-72.0% |
| Admin fee / account holder | $12 | $5,340-99.8% | $4,255-99.7% | $9,541-99.9% |