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 | $67,783 | $81,358-16.7% | $155,556-56.4% | $80,959-16.3% |
| Participation rate | 94.6% | 66.3%+28.3pp | 78.2%+16.4pp | 67.7%+26.9pp |
| Annual return | 16.75% | 33.39%-16.6pp | 64.84%-48.1pp | 35.67%-18.9pp |
| Employer contribution / active EE | $2,405 | $3,106-22.6% | $4,675-48.6% | $2,757-12.8% |
| Participant deferral / active EE | $3,857 | $3,455+11.6% | $5,631-31.5% | $4,300-10.3% |
| Admin fee / account holder | $194 | $7,994-97.6% | $15,885-98.8% | $6,925-97.2% |