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 | $48,924 | $73,863-33.8% | $143,797-66.0% | $68,490-28.6% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -16.97% | 0.91%-17.9pp | -0.04%-16.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $2,043 | $3,185-35.9% | $4,952-58.8% | $2,597-21.3% |
| Participant deferral / active EE | $3,134 | $3,385-7.4% | $5,638-44.4% | $4,028-22.2% |
| Admin fee / account holder | $208 | $5,756-96.4% | $14,679-98.6% | $5,403-96.1% |