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 | $11,017 | $48,235-77.2% | $68,803-84.0% | $68,490-83.9% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 1.12% | -12.70%+13.8pp | -6.37%+7.5pp | -7.85%+9.0pp |
| Employer contribution / active EE | $1,250 | $1,829-31.6% | $2,656-52.9% | $2,597-51.9% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $115 | $4,361-97.4% | $4,936-97.7% | $5,403-97.9% |