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 | $29,682 | $62,583-52.6% | $76,767-61.3% | $64,173-53.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.90% | -1.95%-5.0pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,149 | $1,832+17.3% | $2,485-13.5% | $2,381-9.7% |
| Participant deferral / active EE | $4,116 | $3,145+30.9% | $3,852+6.9% | $3,470+18.6% |
| Admin fee / account holder | $216 | $4,667-95.4% | $6,675-96.8% | $4,887-95.6% |