Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,189 | $167,353-73.0% | $143,797-68.6% | $134,545-66.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -16.48% | 0.48%-17.0pp | -0.04%-16.4pp | 418.37%-434.9pp |
| Employer contribution / active EE | $7,862 | $5,620+39.9% | $4,952+58.8% | $4,742+65.8% |
| Participant deferral / active EE | $8,657 | $6,447+34.3% | $5,638+53.5% | $6,401+35.2% |
| Admin fee / account holder | $7 | $18,096-100.0% | $14,679-100.0% | $11,431-99.9% |