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 | $0 | $43,344-100.0% | $59,899-100.0% | $64,173-100.0% |
| Participation rate | 0.0% | 69.2%-69.2pp | 74.7%-74.7pp | 69.6%-69.6pp |
| Annual return | 11.13% | -1.55%+12.7pp | 3.46%+7.7pp | 7.63%+3.5pp |
| Employer contribution / active EE | $360 | $2,030-82.3% | $2,723-86.8% | $2,381-84.9% |
| Participant deferral / active EE | $1,592 | $2,547-37.5% | $3,402-53.2% | $3,470-54.1% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |