Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,877 | $108,882+61.5% | $96,754+81.8% | $154,746+13.7% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 14.16% | 98.39%-84.2pp | 82.04%-67.9pp | 172.34%-158.2pp |
| Employer contribution / active EE | $25,492 | $3,018+744.6% | $2,679+851.5% | $4,379+482.1% |
| Participant deferral / active EE | $12,060 | $5,323+126.6% | $4,758+153.5% | $6,730+79.2% |
| Admin fee / account holder | $49 | $10,200-99.5% | $8,905-99.5% | $14,365-99.7% |