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 | $238,750 | $107,809+121.5% | $97,032+146.1% | $155,188+53.8% |
| Participation rate | 72.7% | 75.5%-2.7pp | 71.6%+1.2pp | 80.8%-8.1pp |
| Annual return | 17.59% | 38.06%-20.5pp | 35.38%-17.8pp | 148.84%-131.3pp |
| Employer contribution / active EE | $17,163 | $2,911+489.6% | $2,629+552.9% | $4,248+304.0% |
| Participant deferral / active EE | $17,091 | $5,129+233.2% | $4,672+265.8% | $6,531+161.7% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |