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 | $24,276 | $39,132-38.0% | $57,196-57.6% | $62,881-61.4% |
| Participation rate | 93.2% | 70.5%+22.7pp | 75.3%+17.9pp | 69.3%+23.9pp |
| Annual return | 3.17% | 9.24%-6.1pp | 14.59%-11.4pp | 20.14%-17.0pp |
| Employer contribution / active EE | $1,195 | $1,874-36.2% | $2,683-55.4% | $2,281-47.6% |
| Participant deferral / active EE | $1,067 | $2,374-55.1% | $3,096-65.5% | $3,203-66.7% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |