Filed June 6, 2022
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 | $23,925 | $96,524-75.2% | $75,906-68.5% | $152,914-84.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 20.87% | 33.93%-13.1pp | 30.73%-9.9pp | 345.48%-324.6pp |
| Employer contribution / active EE | $1,072 | $3,311-67.6% | $2,501-57.1% | $4,764-77.5% |
| Participant deferral / active EE | $1,278 | $4,554-71.9% | $3,604-64.5% | $5,852-78.2% |
| Admin fee / account holder | $185 | $8,082-97.7% | $5,421-96.6% | $11,601-98.4% |