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 | $70,747 | $215,361-67.1% | $171,082-58.6% | $273,972-74.2% |
| Participation rate | 80.0% | 82.0%-2.0pp | 76.7%+3.3pp | 83.0%-3.0pp |
| Annual return | 6.17% | 25.14%-19.0pp | 32.56%-26.4pp | 41.46%-35.3pp |
| Employer contribution / active EE | $2,003 | $4,967-59.7% | $4,002-50.0% | $4,869-58.9% |
| Participant deferral / active EE | $3,215 | $5,543-42.0% | $4,797-33.0% | $5,287-39.2% |
| Admin fee / account holder | $71 | $10,846-99.3% | $8,520-99.2% | $10,133-99.3% |