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 | $51,878 | $127,387-59.3% | $115,038-54.9% | $125,389-58.6% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -1.76% | 31.28%-33.0pp | 26.14%-27.9pp | 282.24%-284.0pp |
| Employer contribution / active EE | $1,925 | $5,166-62.7% | $4,608-58.2% | $4,866-60.4% |
| Participant deferral / active EE | $4,887 | $6,423-23.9% | $6,026-18.9% | $5,352-8.7% |
| Admin fee / account holder | $246 | $9,516-97.4% | $8,175-97.0% | $9,541-97.4% |