Filed February 16, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,747 | $121,599-18.0% | $135,942-26.6% | $103,514-3.6% |
| Participation rate | 98.0% | 76.2%+21.8pp | 81.9%+16.1pp | 73.3%+24.7pp |
| Annual return | 0.00% | 26.09%-26.1pp | 68.28%-68.3pp | 33.12%-33.1pp |
| Employer contribution / active EE | $12,848 | $4,627+177.7% | $4,858+164.5% | $3,210+300.2% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,759-100.0% | $5,209-100.0% |
| Admin fee / account holder | $0 | $76-100.0% | $10,764-100.0% | $114-100.0% |