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 | $26,865 | $64,307-58.2% | $57,349-53.2% | $125,388-78.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 83.2%-3.2pp |
| Annual return | -0.52% | 25.14%-25.7pp | 24.40%-24.9pp | 282.24%-282.8pp |
| Employer contribution / active EE | $3,044 | $3,193-4.7% | $2,689+13.2% | $4,866-37.4% |
| Participant deferral / active EE | $5,094 | $3,847+32.4% | $3,162+61.1% | $5,352-4.8% |
| Admin fee / account holder | $234 | $5,242-95.5% | $3,356-93.0% | $9,541-97.5% |