Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,750 | $64,719-29.3% | $112,249-59.2% | $68,486-33.2% |
| Participation rate | 73.1% | 67.2%+5.9pp | 75.1%-2.0pp | 67.9%+5.2pp |
| Annual return | -17.02% | -11.40%-5.6pp | 27.48%-44.5pp | -7.85%-9.2pp |
| Employer contribution / active EE | $2,138 | $2,747-22.2% | $3,636-41.2% | $2,597-17.7% |
| Participant deferral / active EE | $4,311 | $3,565+20.9% | $4,729-8.8% | $4,028+7.0% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,412-100.0% | $5,404-100.0% |