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 | $46,396 | $52,678-11.9% | $75,784-38.8% | $59,633-22.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -1.99% | 2.95%-4.9pp | 9.68%-11.7pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $1,992 | $2,193-9.2% | $3,323-40.0% | $2,203-9.5% |
| Participant deferral / active EE | $4,305 | $2,591+66.2% | $3,652+17.9% | $3,192+34.9% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,300-100.0% | $4,297-100.0% |