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 | $33,004 | $67,411-51.0% | $91,004-63.7% | $70,126-52.9% |
| Participation rate | 73.8% | 71.4%+2.4pp | 75.6%-1.8pp | 69.5%+4.2pp |
| Annual return | 16.41% | -40.16%+56.6pp | 4.60%+11.8pp | 73.15%-56.7pp |
| Employer contribution / active EE | $971 | $1,786-45.6% | $2,456-60.4% | $2,343-58.5% |
| Participant deferral / active EE | $1,921 | $2,823-31.9% | $3,548-45.8% | $3,332-42.3% |
| Admin fee / account holder | $245 | $4,236-94.2% | $5,417-95.5% | $4,645-94.7% |