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 | $27,678 | $59,834-53.7% | $79,576-65.2% | $68,495-59.6% |
| Participation rate | 85.3% | 61.1%+24.2pp | 69.5%+15.8pp | 67.9%+17.4pp |
| Annual return | -7.23% | -12.30%+5.1pp | 0.15%-7.4pp | -7.84%+0.6pp |
| Employer contribution / active EE | $2,992 | $1,505+98.8% | $2,413+24.0% | $2,596+15.2% |
| Participant deferral / active EE | $4,177 | $3,024+38.1% | $3,985+4.8% | $4,028+3.7% |
| Admin fee / account holder | $289 | $4,835-94.0% | $6,834-95.8% | $5,403-94.7% |