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 | $79,378 | $70,475+12.6% | $100,530-21.0% | $79,858-0.6% |
| Participation rate | 88.4% | 73.7%+14.7pp | 79.4%+9.0pp | 69.6%+18.7pp |
| Annual return | 21.25% | 21.90%-0.6pp | 30.89%-9.6pp | 31.72%-10.5pp |
| Employer contribution / active EE | $1,377 | $2,165-36.4% | $3,418-59.7% | $2,471-44.3% |
| Participant deferral / active EE | $5,265 | $5,181+1.6% | $6,271-16.0% | $3,740+40.8% |
| Admin fee / account holder | $88 | $4,478-98.0% | $8,083-98.9% | $5,306-98.3% |