Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,442 | $43,730-7.5% | $121,220-66.6% | $64,173-37.0% |
| Participation rate | 89.7% | 58.3%+31.3pp | 71.8%+17.9pp | 69.6%+20.1pp |
| Annual return | -6.34% | 68.94%-75.3pp | 16.94%-23.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,189 | $1,297-8.3% | $4,023-70.4% | $2,381-50.0% |
| Participant deferral / active EE | $1,700 | $2,281-25.5% | $3,345-49.2% | $3,470-51.0% |
| Admin fee / account holder | $238 | $3,502-93.2% | $5,021-95.3% | $4,887-95.1% |