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 | $73,763 | $161,352-54.3% | $134,172-45.0% | $137,256-46.3% |
| Participation rate | 92.9% | 78.3%+14.6pp | 72.5%+20.4pp | 80.0%+12.9pp |
| Annual return | 17.53% | 28.72%-11.2pp | 25.30%-7.8pp | 220.34%-202.8pp |
| Employer contribution / active EE | $961 | $4,099-76.5% | $3,420-71.9% | $4,156-76.9% |
| Participant deferral / active EE | $1,576 | $5,552-71.6% | $4,690-66.4% | $6,407-75.4% |
| Admin fee / account holder | $77 | $15,028-99.5% | $12,016-99.4% | $12,270-99.4% |