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 | $57,012 | $181,896-68.7% | $156,551-63.6% | $273,972-79.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.96% | 30.74%-26.8pp | 32.23%-28.3pp | 41.46%-37.5pp |
| Employer contribution / active EE | $4,569 | $6,248-26.9% | $5,501-16.9% | $4,869-6.2% |
| Participant deferral / active EE | $4,532 | $5,550-18.4% | $4,871-7.0% | $5,287-14.3% |
| Admin fee / account holder | $74 | $15,560-99.5% | $13,028-99.4% | $10,133-99.3% |