Filed November 27, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $432,038 | $84,694+410.1% | $73,843+485.1% | $125,392+244.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 39.40% | 3123.66%-3084.3pp | 2267.91%-2228.5pp | 282.23%-242.8pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $23,100 | $3,992+478.6% | $3,583+544.7% | $5,351+331.7% |
| Admin fee / account holder | $24 | $5,691-99.6% | $4,880-99.5% | $9,541-99.7% |