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 | $73,850 | $99,345-25.7% | $84,753-12.9% | $273,972-73.0% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 4.76% | 22.93%-18.2pp | 22.78%-18.0pp | 41.46%-36.7pp |
| Employer contribution / active EE | $2,772 | $4,214-34.2% | $3,574-22.4% | $4,869-43.1% |
| Participant deferral / active EE | $7,943 | $4,270+86.0% | $3,712+114.0% | $5,287+50.2% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |