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 | $50,940 | $83,908-39.3% | $68,509-25.6% | $125,389-59.4% |
| Participation rate | 75.0% | 78.2%-3.2pp | 74.7%+0.3pp | 83.2%-8.2pp |
| Annual return | -0.43% | 14.48%-14.9pp | 8.27%-8.7pp | 282.24%-282.7pp |
| Employer contribution / active EE | $742 | $3,031-75.5% | $2,278-67.4% | $4,866-84.8% |
| Participant deferral / active EE | $6,978 | $4,125+69.2% | $3,382+106.3% | $5,352+30.4% |
| Admin fee / account holder | $6 | $8,982-99.9% | $5,275-99.9% | $9,541-99.9% |