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 | $34,870 | $140,578-75.2% | $100,671-65.4% | $125,389-72.2% |
| Participation rate | 87.5% | 80.4%+7.1pp | 70.7%+16.8pp | 83.2%+4.3pp |
| Annual return | -0.49% | 24.67%-25.2pp | 20.43%-20.9pp | 282.24%-282.7pp |
| Employer contribution / active EE | $662 | $5,965-88.9% | $4,012-83.5% | $4,866-86.4% |
| Participant deferral / active EE | $1,494 | $3,981-62.5% | $3,144-52.5% | $5,352-72.1% |
| Admin fee / account holder | $119 | $6,716-98.2% | $4,850-97.5% | $9,541-98.7% |