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 | $75,007 | $49,025+53.0% | $87,502-14.3% | $62,881+19.3% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 8.06% | 10.02%-2.0pp | 12.21%-4.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,376 | $1,372+0.3% | $2,550-46.0% | $2,281-39.7% |
| Participant deferral / active EE | $3,285 | $2,289+43.5% | $3,149+4.3% | $3,203+2.6% |
| Admin fee / account holder | $75 | $4,065-98.2% | $4,221-98.2% | $4,296-98.3% |