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 | $72,182 | $165,361-56.3% | $149,715-51.8% | $158,950-54.6% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 17.53% | 348.24%-330.7pp | 276.66%-259.1pp | 302.91%-285.4pp |
| Employer contribution / active EE | $3,408 | $5,103-33.2% | $4,645-26.6% | $4,762-28.4% |
| Participant deferral / active EE | $7,901 | $7,182+10.0% | $6,842+15.5% | $5,983+32.1% |
| Admin fee / account holder | $265 | $10,808-97.5% | $9,310-97.1% | $11,248-97.6% |