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 | $59,146 | $181,896-67.5% | $156,551-62.2% | $273,972-78.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.88% | 30.74%-20.9pp | 32.23%-22.3pp | 41.46%-31.6pp |
| Employer contribution / active EE | $2,117 | $6,248-66.1% | $5,501-61.5% | $4,869-56.5% |
| Participant deferral / active EE | $4,211 | $5,550-24.1% | $4,871-13.6% | $5,287-20.4% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |