Filed April 19, 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 | $75,798 | $48,053+57.7% | $84,628-10.4% | $72,975+3.9% |
| Participation rate | 77.4% | 57.6%+19.8pp | 68.2%+9.2pp | 69.5%+7.9pp |
| Annual return | 27.01% | 37.39%-10.4pp | 258.80%-231.8pp | 81.01%-54.0pp |
| Employer contribution / active EE | $1,383 | $1,602-13.7% | $2,653-47.9% | $2,440-43.3% |
| Participant deferral / active EE | $2,836 | $2,681+5.8% | $3,900-27.3% | $3,608-21.4% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,914-100.0% | $5,124-100.0% |