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 | $52,141 | $71,873-27.5% | $86,698-39.9% | $68,490-23.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.06% | 3.54%-18.6pp | 35.96%-51.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $5,423 | $2,173+149.5% | $2,837+91.2% | $2,597+108.9% |
| Participant deferral / active EE | $5,104 | $3,779+35.1% | $4,656+9.6% | $4,028+26.7% |
| Admin fee / account holder | $263 | $6,110-95.7% | $7,492-96.5% | $5,403-95.1% |