Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $39,132-100.0% | $57,196-100.0% | $62,881-100.0% |
| Participation rate | 0.0% | 70.5%-70.5pp | 75.3%-75.3pp | 69.3%-69.3pp |
| Annual return | 5.20% | 9.24%-4.0pp | 14.59%-9.4pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,541 | $1,874-17.8% | $2,683-42.6% | $2,281-32.5% |
| Participant deferral / active EE | $806 | $2,374-66.0% | $3,096-74.0% | $3,203-74.8% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |