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 | $13,933 | $43,338-67.9% | $59,887-76.7% | $64,173-78.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -5.61% | -1.55%-4.1pp | 3.46%-9.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,168 | $2,030-42.4% | $2,722-57.1% | $2,381-50.9% |
| Participant deferral / active EE | $1,869 | $2,547-26.6% | $3,402-45.1% | $3,470-46.1% |
| Admin fee / account holder | $15 | $3,007-99.5% | $3,591-99.6% | $4,887-99.7% |