Filed July 11, 2023
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,214 | $88,710+7.3% | $81,783+16.4% | $145,959-34.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.44% | 1027.26%-1009.8pp | 775.05%-757.6pp | 561.95%-544.5pp |
| Employer contribution / active EE | $4,250 | $3,083+37.8% | $2,913+45.9% | $4,661-8.8% |
| Participant deferral / active EE | $8,493 | $4,645+82.9% | $4,320+96.6% | $6,689+27.0% |
| Admin fee / account holder | $5 | $8,407-99.9% | $7,380-99.9% | $13,398-100.0% |