Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,773 | $69,977-41.7% | $108,582-62.4% | $62,881-35.2% |
| Participation rate | 75.6% | 72.9%+2.7pp | 79.6%-4.0pp | 69.3%+6.3pp |
| Annual return | 0.00% | 10.73%-10.7pp | -51.70%+51.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,722 | $2,135-19.3% | $3,758-54.2% | $2,281-24.5% |
| Participant deferral / active EE | $3,113 | $3,165-1.6% | $4,311-27.8% | $3,203-2.8% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |