Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,694 | $73,863-80.1% | $143,797-89.8% | $68,490-78.5% |
| Participation rate | 78.1% | 66.7%+11.5pp | 80.3%-2.2pp | 67.9%+10.2pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,503 | $3,185-52.8% | $4,952-69.7% | $2,597-42.1% |
| Participant deferral / active EE | $4,529 | $3,385+33.8% | $5,638-19.7% | $4,028+12.4% |
| Admin fee / account holder | $142 | $5,756-97.5% | $14,679-99.0% | $5,403-97.4% |