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 | $13,305 | $45,050-70.5% | $63,018-78.9% | $70,126-81.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 17.76% | 18.76%-1.0pp | 87.62%-69.9pp | 73.15%-55.4pp |
| Employer contribution / active EE | $891 | $2,052-56.6% | $2,761-67.7% | $2,343-61.9% |
| Participant deferral / active EE | $1,451 | $2,466-41.1% | $3,330-56.4% | $3,332-56.4% |
| Admin fee / account holder | $231 | $2,834-91.9% | $3,601-93.6% | $4,645-95.0% |