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 | $20,870 | $73,848-71.7% | $143,799-85.5% | $68,486-69.5% |
| Participation rate | 92.7% | 66.7%+26.0pp | 80.3%+12.4pp | 67.9%+24.8pp |
| Annual return | -13.25% | 0.91%-14.2pp | -0.04%-13.2pp | -7.85%-5.4pp |
| Employer contribution / active EE | $1,478 | $3,184-53.6% | $4,952-70.2% | $2,597-43.1% |
| Participant deferral / active EE | $3,300 | $3,385-2.5% | $5,638-41.5% | $4,028-18.1% |
| Admin fee / account holder | $297 | $5,755-94.8% | $14,677-98.0% | $5,404-94.5% |