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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,773 | $97,289+6.7% | $92,805+11.8% | $155,188-33.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 9.53% | 29.03%-19.5pp | 31.59%-22.1pp | 148.84%-139.3pp |
| Employer contribution / active EE | $7,043 | $3,632+93.9% | $3,424+105.7% | $4,248+65.8% |
| Participant deferral / active EE | $9,155 | $8,795+4.1% | $8,448+8.4% | $6,531+40.2% |
| Admin fee / account holder | $164 | $12,015-98.6% | $10,911-98.5% | $14,480-98.9% |