Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $45,079-100.0% | $69,461-100.0% | $72,983-100.0% |
| Participation rate | 0.0% | 68.5%-68.5pp | 74.6%-74.6pp | 69.5%-69.5pp |
| Annual return | 14.51% | 22.65%-8.1pp | 28.97%-14.5pp | 81.01%-66.5pp |
| Employer contribution / active EE | $768 | $2,055-62.6% | $2,779-72.4% | $2,440-68.5% |
| Participant deferral / active EE | $2,326 | $2,603-10.6% | $3,536-34.2% | $3,608-35.5% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,840-100.0% | $5,124-100.0% |