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 | $13,838 | $40,264-65.6% | $57,349-75.9% | $59,633-76.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 2.02% | 27.51%-25.5pp | 24.40%-22.4pp | 2041.40%-2039.4pp |
| Employer contribution / active EE | $1,179 | $1,922-38.6% | $2,689-56.1% | $2,203-46.5% |
| Participant deferral / active EE | $3,004 | $2,400+25.2% | $3,162-5.0% | $3,192-5.9% |
| Admin fee / account holder | $50 | $2,819-98.2% | $3,356-98.5% | $4,297-98.8% |