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 | $13,476 | $93,064-85.5% | $74,577-81.9% | $273,972-95.1% |
| Participation rate | 83.3% | 74.9%+8.4pp | 68.1%+15.2pp | 83.0%+0.3pp |
| Annual return | 11.10% | 26.18%-15.1pp | 20.47%-9.4pp | 41.46%-30.4pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,554 | $4,160+57.5% | $3,458+89.5% | $5,287+24.0% |
| Admin fee / account holder | $121 | $5,273-97.7% | $4,138-97.1% | $10,133-98.8% |