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 | $64,910 | $88,707-26.8% | $74,184-12.5% | $273,972-76.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.93% | 11.94%-5.0pp | 17.74%-10.8pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,902 | $3,159-39.8% | $2,370-19.8% | $4,869-60.9% |
| Participant deferral / active EE | $1,942 | $4,212-53.9% | $3,550-45.3% | $5,287-63.3% |
| Admin fee / account holder | $92 | $8,717-99.0% | $5,586-98.4% | $10,133-99.1% |