Filed October 1, 2020
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $387,821 | $104,251+272.0% | $91,004+326.2% | $147,587+162.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.86% | 27.06%-8.2pp | 4.60%+14.3pp | 578.60%-559.7pp |
| Employer contribution / active EE | $16,235 | $3,116+421.1% | $2,456+561.1% | $4,876+232.9% |
| Participant deferral / active EE | $9,930 | $4,195+136.7% | $3,548+179.9% | $5,439+82.6% |
| Admin fee / account holder | $18 | $8,948-99.8% | $5,417-99.7% | $10,886-99.8% |