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 | $12,869 | $49,239-73.9% | $70,462-81.7% | $79,858-83.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 15.97% | 30.08%-14.1pp | 109.08%-93.1pp | 31.72%-15.7pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $872 | $2,769-68.5% | $3,710-76.5% | $3,740-76.7% |
| Admin fee / account holder | $78 | $2,876-97.3% | $3,845-98.0% | $5,306-98.5% |