Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,294 | $88,707-65.8% | $74,184-59.2% | $273,972-88.9% |
| Participation rate | 81.0% | 79.4%+1.5pp | 76.6%+4.3pp | 83.0%-2.1pp |
| Annual return | 3.13% | 11.94%-8.8pp | 17.74%-14.6pp | 41.46%-38.3pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |