Filed April 21, 2021
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 | $50,174 | $107,363-53.3% | $92,909-46.0% | $152,897-67.2% |
| Participation rate | 86.7% | 79.8%+6.9pp | 76.0%+10.7pp | 82.5%+4.2pp |
| Annual return | 25.96% | 145.63%-119.7pp | 109.44%-83.5pp | 345.43%-319.5pp |
| Employer contribution / active EE | $8,631 | $4,222+104.4% | $3,653+136.2% | $4,764+81.2% |
| Participant deferral / active EE | $9,497 | $4,848+95.9% | $4,238+124.1% | $5,851+62.3% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |