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 | $17,815 | $45,041-60.4% | $63,003-71.7% | $70,131-74.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 17.75% | 18.76%-1.0pp | 87.59%-69.8pp | 73.14%-55.4pp |
| Employer contribution / active EE | $967 | $2,052-52.9% | $2,760-65.0% | $2,342-58.7% |
| Participant deferral / active EE | $967 | $2,465-60.8% | $3,329-71.0% | $3,332-71.0% |
| Admin fee / account holder | $294 | $2,836-89.6% | $3,600-91.8% | $4,645-93.7% |