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 | $29,621 | $99,345-70.2% | $84,753-65.0% | $273,970-89.2% |
| Participation rate | 72.7% | 80.7%-8.0pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 6.46% | 22.93%-16.5pp | 22.78%-16.3pp | 41.46%-35.0pp |
| Employer contribution / active EE | $6,207 | $4,214+47.3% | $3,574+73.7% | $4,869+27.5% |
| Participant deferral / active EE | $4,135 | $4,270-3.2% | $3,712+11.4% | $5,287-21.8% |
| Admin fee / account holder | $139 | $6,645-97.9% | $5,333-97.4% | $10,132-98.6% |