Filed November 8, 2024
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 | $101,978 | $56,287+81.2% | $80,977+25.9% | $62,881+62.2% |
| Participation rate | 96.0% | 68.9%+27.1pp | 75.8%+20.2pp | 69.3%+26.7pp |
| Annual return | 6.85% | 22.13%-15.3pp | 17.11%-10.3pp | 20.14%-13.3pp |
| Employer contribution / active EE | $7,255 | $1,943+273.4% | $3,715+95.3% | $2,281+218.1% |
| Participant deferral / active EE | $5,608 | $4,196+33.7% | $5,696-1.5% | $3,203+75.1% |
| Admin fee / account holder | $12 | $3,742-99.7% | $5,517-99.8% | $4,296-99.7% |