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 | $16,623 | $49,249-66.2% | $70,476-76.4% | $79,852-79.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 15.48% | 30.09%-14.6pp | 109.12%-93.6pp | 31.72%-16.2pp |
| Employer contribution / active EE | $592 | $2,100-71.8% | $2,738-78.4% | $2,471-76.1% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $236 | $2,878-91.8% | $3,847-93.9% | $5,306-95.6% |