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 | $27,774 | $73,848-62.4% | $143,799-80.7% | $68,486-59.4% |
| Participation rate | 85.4% | 66.7%+18.8pp | 80.3%+5.1pp | 67.9%+17.5pp |
| Annual return | -17.52% | 0.91%-18.4pp | -0.04%-17.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $903 | $3,184-71.6% | $4,952-81.8% | $2,597-65.2% |
| Participant deferral / active EE | $2,529 | $3,385-25.3% | $5,638-55.1% | $4,028-37.2% |
| Admin fee / account holder | $276 | $5,755-95.2% | $14,677-98.1% | $5,404-94.9% |