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 | $65,664 | $123,793-47.0% | $177,848-63.1% | $79,856-17.8% |
| Participation rate | 86.5% | 84.7%+1.8pp | 87.7%-1.2pp | 69.6%+16.8pp |
| Annual return | 16.61% | 22.82%-6.2pp | 48.33%-31.7pp | 31.71%-15.1pp |
| Employer contribution / active EE | $3,498 | $4,095-14.6% | $5,919-40.9% | $2,471+41.6% |
| Participant deferral / active EE | $5,344 | $5,956-10.3% | $7,714-30.7% | $3,741+42.9% |
| Admin fee / account holder | $184 | $7,243-97.5% | $12,431-98.5% | $5,306-96.5% |