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 | $15,189 | $93,064-83.7% | $74,577-79.6% | $273,972-94.5% |
| Participation rate | 83.3% | 74.9%+8.4pp | 68.1%+15.2pp | 83.0%+0.3pp |
| Annual return | 3.86% | 26.18%-22.3pp | 20.47%-16.6pp | 41.46%-37.6pp |
| Employer contribution / active EE | $735 | $3,160-76.7% | $2,525-70.9% | $4,869-84.9% |
| Participant deferral / active EE | $1,287 | $4,160-69.1% | $3,458-62.8% | $5,287-75.7% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |