Filed December 30, 2015
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 | $22,523 | $40,275-44.1% | $57,356-60.7% | $59,633-62.2% |
| Participation rate | 93.8% | 69.1%+24.6pp | 75.1%+18.7pp | 68.7%+25.1pp |
| Annual return | 2.88% | 27.52%-24.6pp | 24.41%-21.5pp | 2041.45%-2038.6pp |
| Employer contribution / active EE | $1,849 | $1,921-3.8% | $2,689-31.2% | $2,203-16.1% |
| Participant deferral / active EE | $2,379 | $2,400-0.9% | $3,162-24.7% | $3,192-25.5% |
| Admin fee / account holder | $128 | $2,820-95.5% | $3,357-96.2% | $4,297-97.0% |