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 | $83,837 | $88,707-5.5% | $74,184+13.0% | $273,972-69.4% |
| Participation rate | 81.8% | 79.4%+2.4pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 7.86% | 11.94%-4.1pp | 17.74%-9.9pp | 41.46%-33.6pp |
| Employer contribution / active EE | $2,022 | $3,159-36.0% | $2,370-14.7% | $4,869-58.5% |
| Participant deferral / active EE | $6,980 | $4,212+65.7% | $3,550+96.6% | $5,287+32.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |