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 | $64,899 | $181,896-64.3% | $156,551-58.5% | $273,972-76.3% |
| Participation rate | 82.4% | 88.4%-6.0pp | 84.0%-1.7pp | 83.0%-0.7pp |
| Annual return | 8.22% | 30.74%-22.5pp | 32.23%-24.0pp | 41.46%-33.2pp |
| Employer contribution / active EE | $7,143 | $6,248+14.3% | $5,501+29.8% | $4,869+46.7% |
| Participant deferral / active EE | $2,966 | $5,550-46.6% | $4,871-39.1% | $5,287-43.9% |
| Admin fee / account holder | $293 | $15,560-98.1% | $13,028-97.8% | $10,133-97.1% |