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 | $21,256 | $64,729-67.2% | $112,263-81.1% | $68,490-69.0% |
| Participation rate | 75.0% | 67.2%+7.8pp | 75.1%-0.1pp | 67.9%+7.1pp |
| Annual return | -16.21% | -11.40%-4.8pp | 27.49%-43.7pp | -7.85%-8.4pp |
| Employer contribution / active EE | $894 | $2,746-67.4% | $3,636-75.4% | $2,597-65.6% |
| Participant deferral / active EE | $2,930 | $3,566-17.8% | $4,729-38.0% | $4,028-27.3% |
| Admin fee / account holder | $259 | $5,222-95.0% | $6,410-96.0% | $5,403-95.2% |