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 | $22,121 | $158,852-86.1% | $121,220-81.8% | $135,379-83.7% |
| Participation rate | 75.0% | 79.3%-4.3pp | 71.8%+3.2pp | 82.6%-7.6pp |
| Annual return | -3.90% | -0.64%-3.3pp | 16.94%-20.8pp | 519.79%-523.7pp |
| Employer contribution / active EE | $2,770 | $5,666-51.1% | $4,023-31.2% | $4,779-42.0% |
| Participant deferral / active EE | $2,841 | $4,006-29.1% | $3,345-15.1% | $5,609-49.3% |
| Admin fee / account holder | $230 | $6,515-96.5% | $5,021-95.4% | $10,828-97.9% |