Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,461 | $217,432-70.8% | $185,851-65.9% | $167,553-62.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.68% | 148.43%-135.8pp | 122.11%-109.4pp | 478.89%-466.2pp |
| Employer contribution / active EE | $4,181 | $5,874-28.8% | $5,168-19.1% | $4,840-13.6% |
| Participant deferral / active EE | $9,273 | $6,357+45.9% | $5,569+66.5% | $6,343+46.2% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |