Filed April 17, 2017
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 | $137,096 | $105,929+29.4% | $81,926+67.3% | $158,950-13.7% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.0%+8.0pp | 82.0%-2.0pp |
| Annual return | 8.66% | 38.19%-29.5pp | 29.49%-20.8pp | 302.91%-294.3pp |
| Employer contribution / active EE | $1,565 | $7,802-79.9% | $4,310-63.7% | $4,762-67.1% |
| Participant deferral / active EE | $7,667 | $13,007-41.1% | $7,108+7.9% | $5,983+28.2% |
| Admin fee / account holder | $0 | $8,492-100.0% | $5,159-100.0% | $11,248-100.0% |