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 | $58,308 | $67,411-13.5% | $91,004-35.9% | $70,126-16.9% |
| Participation rate | 74.1% | 71.4%+2.7pp | 75.6%-1.5pp | 69.5%+4.5pp |
| Annual return | 18.75% | -40.16%+58.9pp | 4.60%+14.1pp | 73.15%-54.4pp |
| Employer contribution / active EE | $1,923 | $1,786+7.7% | $2,456-21.7% | $2,343-17.9% |
| Participant deferral / active EE | $2,886 | $2,823+2.2% | $3,548-18.6% | $3,332-13.4% |
| Admin fee / account holder | $71 | $4,236-98.3% | $5,417-98.7% | $4,645-98.5% |