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 | $11,804 | $65,712-82.0% | $57,196-79.4% | $273,972-95.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 11.90% | 22.01%-10.1pp | 14.59%-2.7pp | 41.46%-29.6pp |
| Employer contribution / active EE | $2,095 | $3,280-36.1% | $2,683-21.9% | $4,869-57.0% |
| Participant deferral / active EE | $2,291 | $3,782-39.4% | $3,096-26.0% | $5,287-56.7% |
| Admin fee / account holder | $19 | $4,838-99.6% | $3,141-99.4% | $10,133-99.8% |