Filed February 4, 2020
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 | $65,730 | $123,793-46.9% | $177,827-63.0% | $79,858-17.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 19.20% | 22.82%-3.6pp | 48.32%-29.1pp | 31.72%-12.5pp |
| Employer contribution / active EE | $6,133 | $4,095+49.8% | $5,918+3.6% | $2,471+148.2% |
| Participant deferral / active EE | $8,804 | $5,956+47.8% | $7,713+14.1% | $3,740+135.4% |
| Admin fee / account holder | $277 | $7,243-96.2% | $12,429-97.8% | $5,306-94.8% |