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 | $88,087 | $99,345-11.3% | $84,753+3.9% | $273,972-67.8% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 8.42% | 22.93%-14.5pp | 22.78%-14.4pp | 41.46%-33.0pp |
| Employer contribution / active EE | $1,288 | $4,214-69.4% | $3,574-64.0% | $4,869-73.5% |
| Participant deferral / active EE | $9,537 | $4,270+123.4% | $3,712+156.9% | $5,287+80.4% |
| Admin fee / account holder | -$94 | $6,645-101.4% | $5,333-101.8% | $10,133-100.9% |