Filed April 12, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,026 | $69,515-74.1% | $86,868-79.2% | $85,856-79.0% |
| Participation rate | 96.2% | 66.3%+29.8pp | 71.6%+24.5pp | 69.3%+26.8pp |
| Annual return | 0.00% | 20.12%-20.1pp | 63.53%-63.5pp | 318.58%-318.6pp |
| Employer contribution / active EE | $20,504 | $1,880+990.4% | $2,496+721.6% | $2,565+699.3% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $34 | $5,972-99.4% | $5,829-99.4% | $6,261-99.5% |