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 | $72,346 | $81,870-11.6% | $119,622-39.5% | $68,486+5.6% |
| Participation rate | 83.3% | 71.9%+11.4pp | 79.3%+4.1pp | 67.9%+15.4pp |
| Annual return | -17.95% | -23.82%+5.9pp | -14.98%-3.0pp | -7.85%-10.1pp |
| Employer contribution / active EE | $2,543 | $2,692-5.5% | $4,232-39.9% | $2,597-2.1% |
| Participant deferral / active EE | $5,949 | $4,148+43.4% | $5,601+6.2% | $4,028+47.7% |
| Admin fee / account holder | $244 | $6,583-96.3% | $10,328-97.6% | $5,404-95.5% |