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 | $19,363 | $41,377-53.2% | $109,313-82.3% | $62,881-69.2% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 6.42% | 11.05%-4.6pp | 22.07%-15.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,025 | $1,276-19.6% | $3,892-73.7% | $2,281-55.0% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $288 | $2,884-90.0% | $5,666-94.9% | $4,296-93.3% |