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 | $77,726 | $99,341-21.8% | $84,750-8.3% | $273,965-71.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.35% | 22.93%-16.6pp | 22.78%-16.4pp | 41.45%-35.1pp |
| Employer contribution / active EE | $761 | $4,214-81.9% | $3,574-78.7% | $4,869-84.4% |
| Participant deferral / active EE | $1,733 | $4,269-59.4% | $3,712-53.3% | $5,287-67.2% |
| Admin fee / account holder | $239 | $6,644-96.4% | $5,332-95.5% | $10,132-97.6% |