Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,630 | $72,027-61.6% | $185,861-85.1% | $79,856-65.4% |
| Participation rate | 82.1% | 65.8%+16.3pp | 78.0%+4.0pp | 69.6%+12.4pp |
| Annual return | 0.00% | 23.13%-23.1pp | 35.96%-36.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $690 | $1,965-64.9% | $4,088-83.1% | $2,471-72.1% |
| Participant deferral / active EE | $6,401 | $3,780+69.4% | $5,634+13.6% | $3,741+71.1% |
| Admin fee / account holder | $57 | $4,513-98.7% | $9,503-99.4% | $5,306-98.9% |