Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,634 | $64,719-66.6% | $112,249-80.7% | $68,486-68.4% |
| Participation rate | 76.8% | 67.2%+9.7pp | 75.1%+1.8pp | 67.9%+8.9pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.48%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,124 | $2,747-22.7% | $3,636-41.6% | $2,597-18.2% |
| Participant deferral / active EE | $5,059 | $3,565+41.9% | $4,729+7.0% | $4,028+25.6% |
| Admin fee / account holder | $20 | $5,232-99.6% | $6,412-99.7% | $5,404-99.6% |