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 | $54,606 | $96,562-43.4% | $80,976-32.6% | $273,965-80.1% |
| Participation rate | 91.7% | 79.1%+12.6pp | 75.8%+15.9pp | 83.0%+8.7pp |
| Annual return | 7.39% | 15.14%-7.8pp | 17.10%-9.7pp | 41.45%-34.1pp |
| Employer contribution / active EE | $6,594 | $4,868+35.5% | $3,714+77.5% | $4,869+35.4% |
| Participant deferral / active EE | $11,284 | $6,597+71.0% | $5,696+98.1% | $5,287+113.4% |
| Admin fee / account holder | $236 | $7,493-96.9% | $5,516-95.7% | $10,132-97.7% |