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 | $64,391 | $67,602-4.7% | $82,312-21.8% | $70,126-8.2% |
| Participation rate | 86.8% | 72.8%+14.1pp | 76.9%+9.9pp | 69.5%+17.3pp |
| Annual return | 15.48% | 21.57%-6.1pp | 25.88%-10.4pp | 73.15%-57.7pp |
| Employer contribution / active EE | $2,610 | $1,755+48.7% | $2,428+7.5% | $2,343+11.4% |
| Participant deferral / active EE | $4,729 | $2,987+58.3% | $3,706+27.6% | $3,332+41.9% |
| Admin fee / account holder | $105 | $4,512-97.7% | $5,608-98.1% | $4,645-97.7% |