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 | $32,067 | $62,583-48.8% | $76,767-58.2% | $64,173-50.0% |
| Participation rate | 72.0% | 72.8%-0.8pp | 77.0%-5.0pp | 69.6%+2.4pp |
| Annual return | -5.63% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,941 | $1,832+5.9% | $2,485-21.9% | $2,381-18.5% |
| Participant deferral / active EE | $3,194 | $3,145+1.6% | $3,852-17.1% | $3,470-7.9% |
| Admin fee / account holder | $57 | $4,667-98.8% | $6,675-99.1% | $4,887-98.8% |