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 | $65,405 | $52,306+25.0% | $69,779-6.3% | $62,881+4.0% |
| Participation rate | 87.8% | 67.2%+20.6pp | 71.8%+16.0pp | 69.3%+18.5pp |
| Annual return | 7.45% | 13.35%-5.9pp | 12.99%-5.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,795 | $1,799+55.4% | $2,338+19.5% | $2,281+22.5% |
| Participant deferral / active EE | $3,724 | $2,395+55.5% | $2,931+27.1% | $3,203+16.3% |
| Admin fee / account holder | $219 | $3,691-94.1% | $4,381-95.0% | $4,296-94.9% |