Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,785 | $48,267-79.7% | $68,808-85.8% | $68,486-85.7% |
| Participation rate | 84.2% | 60.7%+23.5pp | 69.0%+15.2pp | 67.9%+16.3pp |
| Annual return | -11.44% | -12.70%+1.3pp | -6.37%-5.1pp | -7.85%-3.6pp |
| Employer contribution / active EE | $686 | $1,829-62.5% | $2,656-74.2% | $2,597-73.6% |
| Participant deferral / active EE | $2,142 | $2,867-25.3% | $3,942-45.7% | $4,028-46.8% |
| Admin fee / account holder | $108 | $4,362-97.5% | $4,936-97.8% | $5,404-98.0% |