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 | $16,305 | $65,685-75.2% | $57,181-71.5% | $273,965-94.0% |
| Participation rate | 92.9% | 78.3%+14.5pp | 75.3%+17.5pp | 83.0%+9.8pp |
| Annual return | 1.71% | 21.99%-20.3pp | 14.59%-12.9pp | 41.45%-39.7pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,160 | $3,781-16.4% | $3,096+2.1% | $5,287-40.2% |
| Admin fee / account holder | $4 | $4,835-99.9% | $3,139-99.9% | $10,132-100.0% |