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 | $35,771 | $135,956-73.7% | $123,894-71.1% | $273,972-86.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.35% | 56.63%-49.3pp | 47.52%-40.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $10,979 | $5,170+112.4% | $4,617+137.8% | $4,869+125.5% |
| Participant deferral / active EE | $6,553 | $6,343+3.3% | $5,984+9.5% | $5,287+23.9% |
| Admin fee / account holder | $69 | $9,817-99.3% | $8,357-99.2% | $10,133-99.3% |