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 | $69,686 | $153,769-54.7% | $133,975-48.0% | $273,972-74.6% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.1%+1.8pp | 83.0%+5.9pp |
| Annual return | 13.48% | 36.51%-23.0pp | 29.29%-15.8pp | 41.46%-28.0pp |
| Employer contribution / active EE | $9,536 | $6,029+58.2% | $5,211+83.0% | $4,869+95.9% |
| Participant deferral / active EE | $10,087 | $6,958+45.0% | $6,282+60.6% | $5,287+90.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |