Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,951 | $56,894-68.4% | $84,753-78.8% | $62,881-71.5% |
| Participation rate | 88.5% | 68.5%+19.9pp | 76.6%+11.9pp | 69.3%+19.2pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,796 | $2,400-25.1% | $3,574-49.7% | $2,281-21.2% |
| Participant deferral / active EE | $3,255 | $2,709+20.1% | $3,712-12.3% | $3,203+1.6% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |