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 | $22,583 | $49,249-54.1% | $70,476-68.0% | $79,852-71.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 7.05% | 30.09%-23.0pp | 109.12%-102.1pp | 31.72%-24.7pp |
| Employer contribution / active EE | $682 | $2,100-67.5% | $2,738-75.1% | $2,471-72.4% |
| Participant deferral / active EE | $967 | $2,769-65.1% | $3,710-73.9% | $3,740-74.1% |
| Admin fee / account holder | $229 | $2,878-92.0% | $3,847-94.0% | $5,306-95.7% |