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 | $74,684 | $86,938-14.1% | $102,423-27.1% | $80,925-7.7% |
| Participation rate | 75.9% | 72.4%+3.5pp | 76.5%-0.6pp | 67.7%+8.2pp |
| Annual return | 15.82% | 18.89%-3.1pp | 29.42%-13.6pp | 35.65%-19.8pp |
| Employer contribution / active EE | $1,084 | $2,369-54.2% | $3,023-64.1% | $2,756-60.7% |
| Participant deferral / active EE | $2,766 | $4,120-32.9% | $5,054-45.3% | $4,299-35.7% |
| Admin fee / account holder | $192 | $8,053-97.6% | $9,455-98.0% | $6,940-97.2% |