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 | $33,390 | $181,896-81.6% | $156,551-78.7% | $273,972-87.8% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 7.14% | 30.74%-23.6pp | 32.23%-25.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $9,014 | $6,248+44.3% | $5,501+63.8% | $4,869+85.1% |
| Participant deferral / active EE | $5,302 | $5,550-4.5% | $4,871+8.8% | $5,287+0.3% |
| Admin fee / account holder | $154 | $15,560-99.0% | $13,028-98.8% | $10,133-98.5% |