Filed April 27, 2018
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 | $36,861 | $46,877-21.4% | $122,354-69.9% | $70,126-47.4% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 10.82% | 24.22%-13.4pp | 30.28%-19.5pp | 73.15%-62.3pp |
| Employer contribution / active EE | $3,343 | $1,288+159.5% | $4,051-17.5% | $2,343+42.7% |
| Participant deferral / active EE | $0 | $2,167-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $165 | $3,324-95.0% | $5,479-97.0% | $4,645-96.4% |