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 | $19,117 | $69,541-72.5% | $59,899-68.1% | $135,380-85.9% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.7%+17.0pp | 82.6%+9.0pp |
| Annual return | 5.36% | 7.95%-2.6pp | 3.46%+1.9pp | 519.81%-514.5pp |
| Employer contribution / active EE | $1,757 | $3,236-45.7% | $2,723-35.5% | $4,779-63.2% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $166 | $5,737-97.1% | $3,592-95.4% | $10,828-98.5% |