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 | $124,472 | $153,769-19.1% | $133,975-7.1% | $273,972-54.6% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 6.99% | 36.51%-29.5pp | 29.29%-22.3pp | 41.46%-34.5pp |
| Employer contribution / active EE | $4,825 | $6,029-20.0% | $5,211-7.4% | $4,869-0.9% |
| Participant deferral / active EE | $11,711 | $6,958+68.3% | $6,282+86.4% | $5,287+121.5% |
| Admin fee / account holder | $1 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |