Filed December 20, 2019
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 | $92,398 | $110,410-16.3% | $102,437-9.8% | $145,897-36.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.20% | 24.85%-15.7pp | 24.95%-15.8pp | 552.29%-543.1pp |
| Employer contribution / active EE | $3,423 | $4,217-18.8% | $3,871-11.6% | $4,663-26.6% |
| Participant deferral / active EE | $1,523 | $5,622-72.9% | $5,060-69.9% | $6,689-77.2% |
| Admin fee / account holder | $171 | $9,745-98.2% | $8,388-98.0% | $13,390-98.7% |