Filed January 4, 2019
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,086 | $197,603-11.9% | $177,827-2.1% | $158,950+9.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 74.49% | 58.76%+15.7pp | 48.32%+26.2pp | 302.91%-228.4pp |
| Employer contribution / active EE | $6,174 | $6,698-7.8% | $5,918+4.3% | $4,762+29.7% |
| Participant deferral / active EE | $14,632 | $8,404+74.1% | $7,713+89.7% | $5,983+144.6% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |