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 | $120,037 | $88,707+35.3% | $74,184+61.8% | $273,972-56.2% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 7.96% | 11.94%-4.0pp | 17.74%-9.8pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,323 | $3,159-26.5% | $2,370-2.0% | $4,869-52.3% |
| Participant deferral / active EE | $8,804 | $4,212+109.0% | $3,550+148.0% | $5,287+66.5% |
| Admin fee / account holder | $161 | $8,717-98.2% | $5,586-97.1% | $10,133-98.4% |