Filed February 24, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,902 | $94,529-49.3% | $140,019-65.8% | $64,173-25.4% |
| Participation rate | 92.6% | 84.1%+8.5pp | 87.5%+5.1pp | 69.6%+23.0pp |
| Annual return | -11.28% | 7.77%-19.1pp | 651.17%-662.5pp | 7.63%-18.9pp |
| Employer contribution / active EE | $9,031 | $3,812+136.9% | $5,605+61.1% | $2,381+279.3% |
| Participant deferral / active EE | $13,576 | $5,250+158.6% | $6,927+96.0% | $3,470+291.3% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,887-100.0% |