Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,270 | $64,517-63.9% | $81,438-71.4% | $80,874-71.2% |
| Participation rate | 85.2% | 63.9%+21.3pp | 69.5%+15.7pp | 67.6%+17.5pp |
| Annual return | 13.28% | 16.35%-3.1pp | 24.74%-11.5pp | 35.62%-22.3pp |
| Employer contribution / active EE | $6,233 | $1,982+214.5% | $2,460+153.3% | $2,756+126.2% |
| Participant deferral / active EE | $0 | $3,096-100.0% | $3,883-100.0% | $4,297-100.0% |
| Admin fee / account holder | $202 | $5,677-96.4% | $5,764-96.5% | $6,935-97.1% |