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 | $19,515 | $39,162-50.2% | $100,671-80.6% | $59,633-67.3% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | 2.06% | 21.07%-19.0pp | 20.43%-18.4pp | 2041.40%-2039.3pp |
| Employer contribution / active EE | $1,029 | $1,151-10.5% | $4,012-74.3% | $2,203-53.3% |
| Participant deferral / active EE | $1,029 | $1,992-48.4% | $3,144-67.3% | $3,192-67.8% |
| Admin fee / account holder | $200 | $2,969-93.3% | $4,850-95.9% | $4,297-95.4% |