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 | $102,609+1.1% | $98,090+5.8% | $138,895-25.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 9.53% | 36.44%-26.9pp | 37.05%-27.5pp | 145.39%-135.9pp |
| Employer contribution / active EE | $7,043 | $3,867+82.1% | $3,606+95.3% | $4,194+67.9% |
| Participant deferral / active EE | $9,155 | $8,167+12.1% | $7,845+16.7% | $6,396+43.1% |
| Admin fee / account holder | $164 | $11,434-98.6% | $11,815-98.6% | $12,562-98.7% |