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 | $48,506 | $131,835-63.2% | $108,582-55.3% | $273,972-82.3% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.6%-6.8pp | 83.0%-10.3pp |
| Annual return | 8.11% | -91.57%+99.7pp | -51.70%+59.8pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,950 | $4,913-60.3% | $3,758-48.1% | $4,869-60.0% |
| Participant deferral / active EE | $3,079 | $5,127-39.9% | $4,311-28.6% | $5,287-41.8% |
| Admin fee / account holder | $239 | $10,253-97.7% | $7,645-96.9% | $10,133-97.6% |