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 | $100,181 | $163,687-38.8% | $108,745-7.9% | $273,972-63.4% |
| Participation rate | 84.2% | 82.3%+1.9pp | 77.7%+6.5pp | 83.0%+1.2pp |
| Annual return | 8.05% | 31.16%-23.1pp | 46.22%-38.2pp | 41.46%-33.4pp |
| Employer contribution / active EE | $1,038 | $4,711-78.0% | $3,323-68.8% | $4,869-78.7% |
| Participant deferral / active EE | $5,189 | $7,155-27.5% | $5,121+1.3% | $5,287-1.9% |
| Admin fee / account holder | $258 | $12,890-98.0% | $6,144-95.8% | $10,133-97.5% |