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 | $83,863 | $132,310-36.6% | $105,754-20.7% | $273,972-69.4% |
| Participation rate | 88.9% | 83.2%+5.7pp | 78.9%+10.0pp | 83.0%+5.9pp |
| Annual return | 4.33% | 10.08%-5.8pp | 12.25%-7.9pp | 41.46%-37.1pp |
| Employer contribution / active EE | $0 | $4,867-100.0% | $4,079-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $12,036-100.0% | $8,309-100.0% | $10,133-100.0% |