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 | $59,504 | $88,707-32.9% | $74,184-19.8% | $273,972-78.3% |
| Participation rate | 81.8% | 79.4%+2.4pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 6.32% | 11.94%-5.6pp | 17.74%-11.4pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,245 | $3,159-60.6% | $2,370-47.5% | $4,869-74.4% |
| Participant deferral / active EE | $2,662 | $4,212-36.8% | $3,550-25.0% | $5,287-49.6% |
| Admin fee / account holder | $242 | $8,717-97.2% | $5,586-95.7% | $10,133-97.6% |