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 | $24,825 | $39,132-36.6% | $57,196-56.6% | $62,881-60.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 16.20% | 9.24%+7.0pp | 14.59%+1.6pp | 20.14%-3.9pp |
| Employer contribution / active EE | $1,035 | $1,874-44.8% | $2,683-61.4% | $2,281-54.6% |
| Participant deferral / active EE | $2,198 | $2,374-7.4% | $3,096-29.0% | $3,203-31.4% |
| Admin fee / account holder | $1 | $2,594-99.9% | $3,141-100.0% | $4,296-100.0% |