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 | $61,492 | $42,909+43.3% | $60,906+1.0% | $68,486-10.2% |
| Participation rate | 86.7% | 66.8%+19.9pp | 73.1%+13.6pp | 67.9%+18.8pp |
| Annual return | -15.05% | -13.99%-1.1pp | 16.94%-32.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $2,529 | $1,979+27.8% | $2,703-6.4% | $2,597-2.6% |
| Participant deferral / active EE | $5,095 | $2,866+77.7% | $3,814+33.6% | $4,028+26.5% |
| Admin fee / account holder | $191 | $3,104-93.9% | $3,227-94.1% | $5,404-96.5% |