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 | $66,219 | $99,345-33.3% | $84,753-21.9% | $273,972-75.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.57% | 22.93%-14.4pp | 22.78%-14.2pp | 41.46%-32.9pp |
| Employer contribution / active EE | $8,480 | $4,214+101.2% | $3,574+137.2% | $4,869+74.2% |
| Participant deferral / active EE | $5,555 | $4,270+30.1% | $3,712+49.7% | $5,287+5.1% |
| Admin fee / account holder | $64 | $6,645-99.0% | $5,333-98.8% | $10,133-99.4% |