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 | $60,336 | $93,071-35.2% | $74,583-19.1% | $273,968-78.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.29% | 26.18%-19.9pp | 20.47%-14.2pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,481 | $3,160-53.1% | $2,525-41.4% | $4,869-69.6% |
| Participant deferral / active EE | $6,476 | $4,160+55.7% | $3,458+87.3% | $5,287+22.5% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |