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 | $66,572 | $99,345-33.0% | $84,753-21.5% | $273,972-75.7% |
| Participation rate | 92.3% | 80.7%+11.6pp | 76.6%+15.7pp | 83.0%+9.3pp |
| Annual return | 6.89% | 22.93%-16.0pp | 22.78%-15.9pp | 41.46%-34.6pp |
| Employer contribution / active EE | $4,825 | $4,214+14.5% | $3,574+35.0% | $4,869-0.9% |
| Participant deferral / active EE | $4,342 | $4,270+1.7% | $3,712+17.0% | $5,287-17.9% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |