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 | $49,634 | $69,977-29.1% | $108,582-54.3% | $62,881-21.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 6.22% | 10.73%-4.5pp | -51.70%+57.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $5,603 | $2,135+162.5% | $3,758+49.1% | $2,281+145.7% |
| Participant deferral / active EE | $3,313 | $3,165+4.7% | $4,311-23.1% | $3,203+3.4% |
| Admin fee / account holder | $142 | $5,076-97.2% | $7,645-98.1% | $4,296-96.7% |