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 | $113,715 | $96,558+17.8% | $80,977+40.4% | $273,972-58.5% |
| Participation rate | 77.8% | 79.1%-1.3pp | 75.8%+2.0pp | 83.0%-5.2pp |
| Annual return | 7.56% | 15.14%-7.6pp | 17.11%-9.5pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,744 | $4,869-64.2% | $3,715-53.1% | $4,869-64.2% |
| Participant deferral / active EE | $3,944 | $6,598-40.2% | $5,696-30.8% | $5,287-25.4% |
| Admin fee / account holder | $58 | $7,493-99.2% | $5,517-98.9% | $10,133-99.4% |