Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,575 | $59,819-68.9% | $79,583-76.7% | $68,490-72.9% |
| Participation rate | 79.3% | 61.1%+18.2pp | 69.5%+9.8pp | 67.9%+11.4pp |
| Annual return | -18.42% | -12.30%-6.1pp | 0.16%-18.6pp | -7.85%-10.6pp |
| Employer contribution / active EE | $2,074 | $1,505+37.7% | $2,414-14.1% | $2,597-20.1% |
| Participant deferral / active EE | $3,158 | $3,025+4.4% | $3,986-20.8% | $4,028-21.6% |
| Admin fee / account holder | $264 | $4,835-94.5% | $6,835-96.1% | $5,403-95.1% |