Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,160 | $64,176-49.9% | $112,263-71.4% | $66,949-52.0% |
| Participation rate | 91.8% | 68.4%+23.3pp | 75.1%+16.7pp | 69.8%+22.0pp |
| Annual return | 0.00% | -13.80%+13.8pp | 27.49%-27.5pp | 1.57%-1.6pp |
| Employer contribution / active EE | $8,053 | $3,007+167.8% | $3,636+121.5% | $2,545+216.4% |
| Participant deferral / active EE | $4,946 | $3,694+33.9% | $4,729+4.6% | $4,239+16.7% |
| Admin fee / account holder | $208 | $626-66.7% | $6,410-96.7% | $594-64.9% |