Filed February 20, 2017
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,477 | $123,793-55.2% | $177,848-68.8% | $79,856-30.5% |
| Participation rate | 79.5% | 84.7%-5.1pp | 87.7%-8.2pp | 69.6%+9.9pp |
| Annual return | 43.86% | 22.82%+21.0pp | 48.33%-4.5pp | 31.71%+12.2pp |
| Employer contribution / active EE | $846 | $4,095-79.3% | $5,919-85.7% | $2,471-65.8% |
| Participant deferral / active EE | $2,578 | $5,956-56.7% | $7,714-66.6% | $3,741-31.1% |
| Admin fee / account holder | $24 | $7,243-99.7% | $12,431-99.8% | $5,306-99.6% |