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 | $47,252 | $99,341-52.4% | $84,750-44.2% | $273,965-82.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.51% | 22.93%-18.4pp | 22.78%-18.3pp | 41.45%-36.9pp |
| Employer contribution / active EE | $5,202 | $4,214+23.5% | $3,574+45.6% | $4,869+6.9% |
| Participant deferral / active EE | $2,401 | $4,269-43.8% | $3,712-35.3% | $5,287-54.6% |
| Admin fee / account holder | $289 | $6,644-95.6% | $5,332-94.6% | $10,132-97.1% |