Filed January 6, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,675 | $176,077-71.2% | $159,455-68.2% | $167,518-69.7% |
| Participation rate | 76.9% | 84.9%-8.0pp | 82.8%-5.9pp | 82.1%-5.2pp |
| Annual return | 15.40% | 331.83%-316.4pp | 263.63%-248.2pp | 478.71%-463.3pp |
| Employer contribution / active EE | $1,441 | $5,298-72.8% | $4,830-70.2% | $4,838-70.2% |
| Participant deferral / active EE | $5,692 | $7,751-26.6% | $7,353-22.6% | $6,342-10.2% |
| Admin fee / account holder | $10 | $12,556-99.9% | $10,800-99.9% | $12,312-99.9% |