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 | $73,524 | $181,896-59.6% | $156,551-53.0% | $273,972-73.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.38% | 30.74%-21.4pp | 32.23%-22.8pp | 41.46%-32.1pp |
| Employer contribution / active EE | $4,636 | $6,248-25.8% | $5,501-15.7% | $4,869-4.8% |
| Participant deferral / active EE | $3,754 | $5,550-32.4% | $4,871-22.9% | $5,287-29.0% |
| Admin fee / account holder | $157 | $15,560-99.0% | $13,028-98.8% | $10,133-98.4% |