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 | $26,015 | $127,387-79.6% | $115,038-77.4% | $125,389-79.3% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -1.18% | 31.28%-32.5pp | 26.14%-27.3pp | 282.24%-283.4pp |
| Employer contribution / active EE | $1,921 | $5,166-62.8% | $4,608-58.3% | $4,866-60.5% |
| Participant deferral / active EE | $4,486 | $6,423-30.2% | $6,026-25.6% | $5,352-16.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |