Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,908 | $58,577-55.8% | $83,323-68.9% | $64,181-59.6% |
| Participation rate | 70.3% | 72.0%-1.8pp | 77.8%-7.5pp | 69.6%+0.7pp |
| Annual return | 0.00% | 9.65%-9.6pp | 10.63%-10.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,290 | $2,098-38.5% | $3,379-61.8% | $2,381-45.8% |
| Participant deferral / active EE | $2,665 | $4,654-42.7% | $5,565-52.1% | $3,470-23.2% |
| Admin fee / account holder | $115 | $9,275-98.8% | $7,539-98.5% | $4,887-97.6% |