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 | $24,171 | $57,350-57.9% | $83,850-71.2% | $64,181-62.3% |
| Participation rate | 80.0% | 68.6%+11.4pp | 76.1%+3.9pp | 69.6%+10.4pp |
| Annual return | -6.38% | 11.38%-17.8pp | 850.92%-857.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,836 | $2,545-27.9% | $3,631-49.4% | $2,381-22.9% |
| Participant deferral / active EE | $2,720 | $2,993-9.1% | $4,082-33.4% | $3,470-21.6% |
| Admin fee / account holder | $199 | $4,046-95.1% | $5,478-96.4% | $4,887-95.9% |