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 | $83,806 | $96,956-13.6% | $69,779+20.1% | $273,972-69.4% |
| Participation rate | 80.0% | 77.1%+2.9pp | 71.8%+8.2pp | 83.0%-3.0pp |
| Annual return | 6.69% | 12.93%-6.2pp | 12.99%-6.3pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,644 | $3,316-50.4% | $2,338-29.7% | $4,869-66.2% |
| Participant deferral / active EE | $3,506 | $3,744-6.4% | $2,931+19.6% | $5,287-33.7% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |