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 | $79,440 | $67,602+17.5% | $82,312-3.5% | $70,126+13.3% |
| Participation rate | 96.6% | 72.8%+23.8pp | 76.9%+19.7pp | 69.5%+27.1pp |
| Annual return | 15.58% | 21.57%-6.0pp | 25.88%-10.3pp | 73.15%-57.6pp |
| Employer contribution / active EE | $5,633 | $1,755+221.0% | $2,428+132.0% | $2,343+140.5% |
| Participant deferral / active EE | $5,214 | $2,987+74.5% | $3,706+40.7% | $3,332+56.5% |
| Admin fee / account holder | $102 | $4,512-97.7% | $5,608-98.2% | $4,645-97.8% |