Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,815 | $76,912-23.5% | $129,118-54.4% | $68,490-14.1% |
| Participation rate | 92.3% | 69.1%+23.2pp | 77.2%+15.1pp | 67.9%+24.4pp |
| Annual return | -17.82% | -9.78%-8.0pp | -10.94%-6.9pp | -7.85%-10.0pp |
| Employer contribution / active EE | $4,490 | $3,243+38.5% | $5,051-11.1% | $2,597+72.9% |
| Participant deferral / active EE | $5,368 | $4,732+13.4% | $6,539-17.9% | $4,028+33.3% |
| Admin fee / account holder | $283 | $6,638-95.7% | $14,305-98.0% | $5,403-94.8% |