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 | $87,276 | $86,701+0.7% | $73,309+19.1% | $125,388-30.4% |
| Participation rate | 77.8% | 78.6%-0.8pp | 74.9%+2.9pp | 83.2%-5.4pp |
| Annual return | 1.05% | 2.78%-1.7pp | 5.67%-4.6pp | 282.24%-281.2pp |
| Employer contribution / active EE | $1,877 | $4,152-54.8% | $3,237-42.0% | $4,866-61.4% |
| Participant deferral / active EE | $4,540 | $5,549-18.2% | $4,991-9.0% | $5,352-15.2% |
| Admin fee / account holder | $53 | $7,768-99.3% | $5,635-99.1% | $9,541-99.4% |