Filed January 31, 2018
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 | $93,998 | $100,970-6.9% | $96,576-2.7% | $137,256-31.5% |
| Participation rate | 88.9% | 82.6%+6.3pp | 81.4%+7.4pp | 80.0%+8.9pp |
| Annual return | 19.60% | 38.16%-18.6pp | 38.47%-18.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $3,901 | $3,809+2.4% | $3,553+9.8% | $4,156-6.1% |
| Participant deferral / active EE | $8,012 | $8,286-3.3% | $7,956+0.7% | $6,407+25.1% |
| Admin fee / account holder | $50 | $11,312-99.6% | $11,381-99.6% | $12,270-99.6% |