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 | $20,530 | $48,050-57.3% | $85,969-76.1% | $59,633-65.6% |
| Participation rate | 96.0% | 64.5%+31.5pp | 76.5%+19.5pp | 68.7%+27.3pp |
| Annual return | -2.40% | 0.29%-2.7pp | 9.32%-11.7pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $1,975 | $1,640+20.5% | $3,474-43.2% | $2,203-10.3% |
| Participant deferral / active EE | $3,513 | $2,249+56.2% | $3,829-8.3% | $3,192+10.1% |
| Admin fee / account holder | $280 | $3,206-91.3% | $6,053-95.4% | $4,297-93.5% |