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 | $18,102 | $99,343-81.8% | $84,751-78.6% | $273,968-93.4% |
| Participation rate | 95.7% | 80.7%+15.0pp | 76.6%+19.1pp | 83.0%+12.6pp |
| Annual return | 6.07% | 22.93%-16.9pp | 22.78%-16.7pp | 41.45%-35.4pp |
| Employer contribution / active EE | $3,408 | $4,214-19.1% | $3,574-4.7% | $4,869-30.0% |
| Participant deferral / active EE | $4,470 | $4,269+4.7% | $3,712+20.4% | $5,287-15.5% |
| Admin fee / account holder | $236 | $6,645-96.4% | $5,333-95.6% | $10,132-97.7% |