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 | $16,909 | $40,264-58.0% | $57,349-70.5% | $59,633-71.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 2.42% | 27.51%-25.1pp | 24.40%-22.0pp | 2041.40%-2039.0pp |
| Employer contribution / active EE | $1,647 | $1,922-14.3% | $2,689-38.7% | $2,203-25.2% |
| Participant deferral / active EE | $1,357 | $2,400-43.5% | $3,162-57.1% | $3,192-57.5% |
| Admin fee / account holder | $0 | $2,819-100.0% | $3,356-100.0% | $4,297-100.0% |