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 | $103,206 | $153,769-32.9% | $133,975-23.0% | $273,972-62.3% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.1%+1.8pp | 83.0%+5.9pp |
| Annual return | 9.46% | 36.51%-27.0pp | 29.29%-19.8pp | 41.46%-32.0pp |
| Employer contribution / active EE | $4,947 | $6,029-17.9% | $5,211-5.1% | $4,869+1.6% |
| Participant deferral / active EE | $4,483 | $6,958-35.6% | $6,282-28.6% | $5,287-15.2% |
| Admin fee / account holder | $201 | $11,765-98.3% | $9,324-97.8% | $10,133-98.0% |