Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,378 | $42,917-54.8% | $60,899-68.2% | $68,495-71.7% |
| Participation rate | 96.6% | 66.8%+29.8pp | 73.1%+23.4pp | 67.9%+28.7pp |
| Annual return | -13.32% | -13.99%+0.7pp | 16.92%-30.2pp | -7.84%-5.5pp |
| Employer contribution / active EE | $890 | $1,979-55.0% | $2,702-67.1% | $2,596-65.7% |
| Participant deferral / active EE | $1,457 | $2,867-49.2% | $3,817-61.8% | $4,028-63.8% |
| Admin fee / account holder | $165 | $3,102-94.7% | $3,225-94.9% | $5,403-97.0% |