Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,667 | $64,729-38.7% | $112,263-64.7% | $68,490-42.1% |
| Participation rate | 71.4% | 67.2%+4.3pp | 75.1%-3.6pp | 67.9%+3.5pp |
| Annual return | -14.02% | -11.40%-2.6pp | 27.49%-41.5pp | -7.85%-6.2pp |
| Employer contribution / active EE | $1,305 | $2,746-52.5% | $3,636-64.1% | $2,597-49.7% |
| Participant deferral / active EE | $3,083 | $3,566-13.5% | $4,729-34.8% | $4,028-23.5% |
| Admin fee / account holder | $167 | $5,222-96.8% | $6,410-97.4% | $5,403-96.9% |