Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,998 | $37,446-70.6% | $77,513-85.8% | $79,852-86.2% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 13.50% | 39.76%-26.3pp | 54.81%-41.3pp | 31.72%-18.2pp |
| Employer contribution / active EE | $3,520 | $637+452.4% | $987+256.7% | $2,471+42.4% |
| Participant deferral / active EE | $2,026 | $1,261+60.7% | $1,861+8.9% | $3,740-45.8% |
| Admin fee / account holder | $169 | $2,506-93.3% | $2,859-94.1% | $5,306-96.8% |