Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,159 | $99,345-30.4% | $84,753-18.4% | $273,972-74.8% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 8.88% | 22.93%-14.0pp | 22.78%-13.9pp | 41.46%-32.6pp |
| Employer contribution / active EE | $2,621 | $4,214-37.8% | $3,574-26.7% | $4,869-46.2% |
| Participant deferral / active EE | $5,414 | $4,270+26.8% | $3,712+45.8% | $5,287+2.4% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |