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 | $12,556 | $65,712-80.9% | $57,196-78.0% | $273,972-95.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.82% | 22.01%-16.2pp | 14.59%-8.8pp | 41.46%-35.6pp |
| Employer contribution / active EE | $919 | $3,280-72.0% | $2,683-65.7% | $4,869-81.1% |
| Participant deferral / active EE | $1,671 | $3,782-55.8% | $3,096-46.0% | $5,287-68.4% |
| Admin fee / account holder | $20 | $4,838-99.6% | $3,141-99.4% | $10,133-99.8% |