Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,653 | $158,852-82.0% | $121,220-76.4% | $135,379-78.8% |
| Participation rate | 83.3% | 79.3%+4.0pp | 71.8%+11.6pp | 82.6%+0.7pp |
| Annual return | -5.64% | -0.64%-5.0pp | 16.94%-22.6pp | 519.79%-525.4pp |
| Employer contribution / active EE | $1,045 | $5,666-81.6% | $4,023-74.0% | $4,779-78.1% |
| Participant deferral / active EE | $2,887 | $4,006-27.9% | $3,345-13.7% | $5,609-48.5% |
| Admin fee / account holder | $39 | $6,515-99.4% | $5,021-99.2% | $10,828-99.6% |