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 | $19,091 | $54,757-65.1% | $90,304-78.9% | $72,975-73.8% |
| Participation rate | 90.2% | 65.2%+25.1pp | 73.3%+17.0pp | 69.5%+20.8pp |
| Annual return | 16.42% | 30.63%-14.2pp | 78.13%-61.7pp | 81.01%-64.6pp |
| Employer contribution / active EE | $2,026 | $2,093-3.2% | $2,855-29.0% | $2,440-17.0% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $74 | $3,973-98.1% | $5,354-98.6% | $5,124-98.5% |