Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,843 | $167,362-78.6% | $143,799-75.1% | $134,532-73.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -17.48% | 0.47%-18.0pp | -0.04%-17.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,879 | $5,620-66.6% | $4,952-62.1% | $4,741-60.4% |
| Participant deferral / active EE | $3,403 | $6,447-47.2% | $5,638-39.7% | $6,401-46.8% |
| Admin fee / account holder | $192 | $18,094-98.9% | $14,677-98.7% | $11,429-98.3% |