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 | $104,347 | $181,896-42.6% | $156,551-33.3% | $273,972-61.9% |
| Participation rate | 81.3% | 88.4%-7.1pp | 84.0%-2.8pp | 83.0%-1.8pp |
| Annual return | 8.74% | 30.74%-22.0pp | 32.23%-23.5pp | 41.46%-32.7pp |
| Employer contribution / active EE | $2,792 | $6,248-55.3% | $5,501-49.2% | $4,869-42.7% |
| Participant deferral / active EE | $8,077 | $5,550+45.5% | $4,871+65.8% | $5,287+52.8% |
| Admin fee / account holder | $3 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |