Filed September 18, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $587,889-100.0% | $112,209-100.0% | $587,889-100.0% |
| Participation rate | 0.0% | 87.9%-87.9pp | 100.0%-100.0pp | 87.9%-87.9pp |
| Annual return | 0.00% | 19.70%-19.7pp | 17.65%-17.7pp | 19.70%-19.7pp |
| Employer contribution / active EE | $0 | $21,263-100.0% | $8,701-100.0% | $21,263-100.0% |
| Participant deferral / active EE | $0 | $8,361-100.0% | $2,252-100.0% | $8,361-100.0% |
| Admin fee / account holder | $0 | $49,457-100.0% | $1,664-100.0% | $49,457-100.0% |