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 | $86,169 | $181,896-52.6% | $156,551-45.0% | $273,972-68.5% |
| Participation rate | 78.9% | 88.4%-9.4pp | 84.0%-5.1pp | 83.0%-4.1pp |
| Annual return | 6.86% | 30.74%-23.9pp | 32.23%-25.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $4,258 | $6,248-31.8% | $5,501-22.6% | $4,869-12.5% |
| Participant deferral / active EE | $2,633 | $5,550-52.6% | $4,871-45.9% | $5,287-50.2% |
| Admin fee / account holder | $17 | $15,560-99.9% | $13,028-99.9% | $10,133-99.8% |