Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,477 | $71,872-24.2% | $86,691-37.2% | $68,495-20.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.00% | 3.53%-18.5pp | 35.94%-50.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,407 | $2,173+10.8% | $2,837-15.1% | $2,596-7.3% |
| Participant deferral / active EE | $2,387 | $3,779-36.8% | $4,656-48.7% | $4,028-40.7% |
| Admin fee / account holder | $141 | $6,112-97.7% | $7,492-98.1% | $5,403-97.4% |