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 | $26,575 | $73,839-64.0% | $143,788-81.5% | $68,495-61.2% |
| Participation rate | 96.7% | 66.7%+30.0pp | 80.3%+16.4pp | 67.9%+28.8pp |
| Annual return | -19.19% | 1.01%-20.2pp | -0.03%-19.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,676 | $3,184-47.4% | $4,952-66.1% | $2,596-35.4% |
| Participant deferral / active EE | $4,813 | $3,384+42.2% | $5,638-14.6% | $4,028+19.5% |
| Admin fee / account holder | $282 | $5,755-95.1% | $14,675-98.1% | $5,403-94.8% |