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 | $38,752 | $64,729-40.1% | $112,263-65.5% | $68,490-43.4% |
| Participation rate | 96.0% | 67.2%+28.8pp | 75.1%+20.9pp | 67.9%+28.1pp |
| Annual return | -12.06% | -11.40%-0.7pp | 27.49%-39.6pp | -7.85%-4.2pp |
| Employer contribution / active EE | $2,138 | $2,746-22.1% | $3,636-41.2% | $2,597-17.7% |
| Participant deferral / active EE | $4,881 | $3,566+36.9% | $4,729+3.2% | $4,028+21.2% |
| Admin fee / account holder | $263 | $5,222-95.0% | $6,410-95.9% | $5,403-95.1% |