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 | $16,976 | $84,518-79.9% | $67,704-74.9% | $125,388-86.5% |
| Participation rate | 85.7% | 74.8%+10.9pp | 67.5%+18.2pp | 83.2%+2.5pp |
| Annual return | 0.00% | 2.57%-2.6pp | 25.41%-25.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,477 | $3,292-55.1% | $2,559-42.3% | $4,866-69.6% |
| Participant deferral / active EE | $4,632 | $4,430+4.6% | $3,585+29.2% | $5,352-13.4% |
| Admin fee / account holder | $233 | $5,340-95.6% | $4,255-94.5% | $9,541-97.6% |