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 | $31,667 | $54,162-41.5% | $68,612-53.8% | $64,173-50.7% |
| Participation rate | 97.2% | 68.1%+29.2pp | 72.2%+25.0pp | 69.6%+27.7pp |
| Annual return | 4.24% | -1.62%+5.9pp | -4.63%+8.9pp | 7.63%-3.4pp |
| Employer contribution / active EE | $686 | $1,846-62.9% | $2,625-73.9% | $2,381-71.2% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $265 | $4,029-93.4% | $5,131-94.8% | $4,887-94.6% |