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 | $29,594 | $136,307-78.3% | $106,619-72.2% | $273,972-89.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 6.24% | 11.05%-4.8pp | 9.42%-3.2pp | 41.46%-35.2pp |
| Employer contribution / active EE | $6,019 | $5,190+16.0% | $3,947+52.5% | $4,869+23.6% |
| Participant deferral / active EE | $3,955 | $4,969-20.4% | $3,930+0.6% | $5,287-25.2% |
| Admin fee / account holder | $183 | $8,625-97.9% | $6,418-97.1% | $10,133-98.2% |