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 | $68,013 | $78,027-12.8% | $178,528-61.9% | $80,925-16.0% |
| Participation rate | 71.4% | 65.7%+5.8pp | 77.1%-5.7pp | 67.7%+3.8pp |
| Annual return | 14.72% | 18.09%-3.4pp | 27.11%-12.4pp | 35.65%-20.9pp |
| Employer contribution / active EE | $2,784 | $2,281+22.0% | $3,950-29.5% | $2,756+1.0% |
| Participant deferral / active EE | $6,039 | $4,408+37.0% | $6,278-3.8% | $4,299+40.5% |
| Admin fee / account holder | $271 | $7,168-96.2% | $10,419-97.4% | $6,940-96.1% |