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 | $51,232 | $43,338+18.2% | $59,887-14.5% | $64,173-20.2% |
| Participation rate | 95.3% | 69.2%+26.2pp | 74.7%+20.6pp | 69.6%+25.8pp |
| Annual return | -2.64% | -1.55%-1.1pp | 3.46%-6.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,486 | $2,547+76.1% | $3,402+31.9% | $3,470+29.3% |
| Admin fee / account holder | $198 | $3,007-93.4% | $3,591-94.5% | $4,887-95.9% |