Filed May 2, 2016
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 | $47,194 | $82,032-42.5% | $123,106-61.7% | $59,633-20.9% |
| Participation rate | 94.9% | 83.2%+11.7pp | 86.8%+8.1pp | 68.7%+26.2pp |
| Annual return | 2.49% | 5.12%-2.6pp | 13.22%-10.7pp | 2041.40%-2038.9pp |
| Employer contribution / active EE | $4,948 | $3,297+50.1% | $5,151-3.9% | $2,203+124.6% |
| Participant deferral / active EE | $4,687 | $4,667+0.4% | $6,229-24.8% | $3,192+46.8% |
| Admin fee / account holder | $50 | $5,881-99.1% | $9,015-99.4% | $4,297-98.8% |