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 | $71,989 | $88,707-18.8% | $74,184-3.0% | $273,972-73.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.13% | 11.94%-0.8pp | 17.74%-6.6pp | 41.46%-30.3pp |
| Employer contribution / active EE | $13,142 | $3,159+316.0% | $2,370+454.5% | $4,869+169.9% |
| Participant deferral / active EE | $12,454 | $4,212+195.7% | $3,550+250.8% | $5,287+135.5% |
| Admin fee / account holder | $54 | $8,717-99.4% | $5,586-99.0% | $10,133-99.5% |