Filed May 25, 2018
Total covered: 5 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,952 | $114,119-58.0% | $107,187-55.3% | $138,895-65.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 20.35% | 273.21%-252.9pp | 204.55%-184.2pp | 145.39%-125.0pp |
| Employer contribution / active EE | $3,572 | $4,059-12.0% | $3,782-5.6% | $4,194-14.8% |
| Participant deferral / active EE | $5,624 | $5,538+1.6% | $5,096+10.4% | $6,396-12.1% |
| Admin fee / account holder | $20 | $10,024-99.8% | $9,162-99.8% | $12,562-99.8% |