Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,322 | $100,811-79.8% | $86,698-76.6% | $134,545-84.9% |
| Participation rate | 92.9% | 79.0%+13.9pp | 76.6%+16.3pp | 81.2%+11.6pp |
| Annual return | -19.54% | 29.11%-48.6pp | 35.96%-55.5pp | 418.37%-437.9pp |
| Employer contribution / active EE | $1,655 | $3,490-52.6% | $2,837-41.7% | $4,742-65.1% |
| Participant deferral / active EE | $4,895 | $5,339-8.3% | $4,656+5.1% | $6,401-23.5% |
| Admin fee / account holder | $181 | $10,926-98.3% | $7,492-97.6% | $11,431-98.4% |