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 | $20,298 | $153,311-86.8% | $109,313-81.4% | $273,972-92.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.68% | 29.86%-21.2pp | 22.07%-13.4pp | 41.46%-32.8pp |
| Employer contribution / active EE | $684 | $5,619-87.8% | $3,892-82.4% | $4,869-86.0% |
| Participant deferral / active EE | $1,596 | $3,932-59.4% | $3,166-49.6% | $5,287-69.8% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |