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 | $24,232 | $57,350-57.7% | $83,850-71.1% | $64,181-62.2% |
| Participation rate | 77.8% | 68.6%+9.2pp | 76.1%+1.6pp | 69.6%+8.2pp |
| Annual return | -5.15% | 11.38%-16.5pp | 850.92%-856.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,606 | $2,545-36.9% | $3,631-55.8% | $2,381-32.5% |
| Participant deferral / active EE | $2,631 | $2,993-12.1% | $4,082-35.6% | $3,470-24.2% |
| Admin fee / account holder | $297 | $4,046-92.7% | $5,478-94.6% | $4,887-93.9% |