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 | $80,016 | $76,551+4.5% | $123,894-35.4% | $62,881+27.2% |
| Participation rate | 70.9% | 73.0%-2.1pp | 81.4%-10.5pp | 69.3%+1.6pp |
| Annual return | 7.86% | 18.68%-10.8pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,851 | $2,882-35.8% | $4,617-59.9% | $2,281-18.8% |
| Participant deferral / active EE | $7,574 | $4,840+56.5% | $5,984+26.6% | $3,203+136.5% |
| Admin fee / account holder | $51 | $4,826-98.9% | $8,357-99.4% | $4,296-98.8% |