Filed April 17, 2015
Total covered: 3 employees
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,119 | $138,075+91.3% | $123,552+113.8% | $135,379+95.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.43% | 153.70%-156.1pp | 119.20%-121.6pp | 519.79%-522.2pp |
| Employer contribution / active EE | $6,735 | $5,152+30.7% | $4,628+45.5% | $4,779+40.9% |
| Participant deferral / active EE | $8,800 | $6,800+29.4% | $6,426+36.9% | $5,609+56.9% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,285-99.8% | $10,828-99.9% |