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 | $39,237 | $83,908-53.2% | $68,509-42.7% | $125,389-68.7% |
| Participation rate | 88.2% | 78.2%+10.1pp | 74.7%+13.5pp | 83.2%+5.0pp |
| Annual return | -1.37% | 14.48%-15.8pp | 8.27%-9.6pp | 282.24%-283.6pp |
| Employer contribution / active EE | $2,190 | $3,031-27.8% | $2,278-3.9% | $4,866-55.0% |
| Participant deferral / active EE | $2,438 | $4,125-40.9% | $3,382-27.9% | $5,352-54.5% |
| Admin fee / account holder | $19 | $8,982-99.8% | $5,275-99.6% | $9,541-99.8% |