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 | $27,295 | $140,578-80.6% | $100,671-72.9% | $125,389-78.2% |
| Participation rate | 80.0% | 80.4%-0.4pp | 70.7%+9.3pp | 83.2%-3.2pp |
| Annual return | -2.52% | 24.67%-27.2pp | 20.43%-23.0pp | 282.24%-284.8pp |
| Employer contribution / active EE | $2,452 | $5,965-58.9% | $4,012-38.9% | $4,866-49.6% |
| Participant deferral / active EE | $5,746 | $3,981+44.3% | $3,144+82.8% | $5,352+7.4% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |