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 | $22,416 | $99,032-77.4% | $80,022-72.0% | $135,380-83.4% |
| Participation rate | 85.0% | 78.4%+6.6pp | 75.8%+9.2pp | 82.6%+2.4pp |
| Annual return | -3.85% | 15.39%-19.2pp | 11.22%-15.1pp | 519.81%-523.7pp |
| Employer contribution / active EE | $1,248 | $3,043-59.0% | $2,468-49.4% | $4,779-73.9% |
| Participant deferral / active EE | $2,598 | $4,282-39.3% | $3,686-29.5% | $5,609-53.7% |
| Admin fee / account holder | $63 | $10,436-99.4% | $6,521-99.0% | $10,828-99.4% |