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 | $18,112 | $48,078-62.3% | $78,676-77.0% | $62,881-71.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 9.62% | 31.36%-21.7pp | 62.19%-52.6pp | 20.14%-10.5pp |
| Employer contribution / active EE | $2,444 | $2,015+21.3% | $2,850-14.3% | $2,281+7.1% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $162 | $3,206-94.9% | $4,510-96.4% | $4,296-96.2% |