Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,265 | $110,337-88.0% | $102,383-87.0% | $145,877-90.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.40% | 24.83%-13.4pp | 24.94%-13.5pp | 551.28%-539.9pp |
| Employer contribution / active EE | $1,629 | $4,216-61.4% | $3,870-57.9% | $4,663-65.1% |
| Participant deferral / active EE | $2,842 | $5,621-49.4% | $5,060-43.8% | $6,691-57.5% |
| Admin fee / account holder | $108 | $9,750-98.9% | $8,391-98.7% | $13,402-99.2% |