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 | $27,627 | $40,275-31.4% | $57,356-51.8% | $59,633-53.7% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.61% | 27.52%-26.9pp | 24.41%-23.8pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $366 | $1,921-81.0% | $2,689-86.4% | $2,203-83.4% |
| Participant deferral / active EE | $3,388 | $2,400+41.2% | $3,162+7.1% | $3,192+6.1% |
| Admin fee / account holder | $28 | $2,820-99.0% | $3,357-99.2% | $4,297-99.4% |