Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,541 | $127,096-68.9% | $105,736-62.6% | $135,380-70.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 76.3%-1.3pp | 82.6%-7.6pp |
| Annual return | -4.86% | 4.49%-9.4pp | 6.27%-11.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $1,895 | $4,107-53.9% | $3,268-42.0% | $4,779-60.4% |
| Participant deferral / active EE | $7,962 | $5,064+57.2% | $4,080+95.2% | $5,609+42.0% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |