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 | $16,731 | $65,712-74.5% | $57,196-70.7% | $273,972-93.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.84% | 22.01%-15.2pp | 14.59%-7.8pp | 41.46%-34.6pp |
| Employer contribution / active EE | $3,042 | $3,280-7.3% | $2,683+13.4% | $4,869-37.5% |
| Participant deferral / active EE | $2,983 | $3,782-21.1% | $3,096-3.7% | $5,287-43.6% |
| Admin fee / account holder | $69 | $4,838-98.6% | $3,141-97.8% | $10,133-99.3% |