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 | $68,830 | $108,825-36.8% | $156,181-55.9% | $82,448-16.5% |
| Participation rate | 88.0% | 72.4%+15.6pp | 78.8%+9.2pp | 68.1%+19.9pp |
| Annual return | 14.48% | 20.59%-6.1pp | 64.87%-50.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,322 | $2,870-19.1% | $4,294-45.9% | $2,551-9.0% |
| Participant deferral / active EE | $3,056 | $4,577-33.2% | $6,132-50.2% | $4,139-26.2% |
| Admin fee / account holder | $120 | $9,341-98.7% | $14,586-99.2% | $7,234-98.3% |