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 | $54,727 | $153,311-64.3% | $109,313-49.9% | $273,972-80.0% |
| Participation rate | 92.9% | 80.1%+12.8pp | 71.3%+21.6pp | 83.0%+9.8pp |
| Annual return | 6.62% | 29.86%-23.2pp | 22.07%-15.4pp | 41.46%-34.8pp |
| Employer contribution / active EE | $3,401 | $5,619-39.5% | $3,892-12.6% | $4,869-30.1% |
| Participant deferral / active EE | $6,716 | $3,932+70.8% | $3,166+112.1% | $5,287+27.0% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |