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 | $97,837 | $181,896-46.2% | $156,551-37.5% | $273,972-64.3% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 8.32% | 30.74%-22.4pp | 32.23%-23.9pp | 41.46%-33.1pp |
| Employer contribution / active EE | $1,474 | $6,248-76.4% | $5,501-73.2% | $4,869-69.7% |
| Participant deferral / active EE | $6,107 | $5,550+10.0% | $4,871+25.4% | $5,287+15.5% |
| Admin fee / account holder | $145 | $15,560-99.1% | $13,028-98.9% | $10,133-98.6% |