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 | $22,176 | $43,338-48.8% | $59,887-63.0% | $64,173-65.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 13.24% | -1.55%+14.8pp | 3.46%+9.8pp | 7.63%+5.6pp |
| Employer contribution / active EE | $1,597 | $2,030-21.3% | $2,722-41.3% | $2,381-32.9% |
| Participant deferral / active EE | $1,653 | $2,547-35.1% | $3,402-51.4% | $3,470-52.4% |
| Admin fee / account holder | $285 | $3,007-90.5% | $3,591-92.1% | $4,887-94.2% |