Filed February 2, 2015
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,516 | $90,486-79.5% | $78,676-76.5% | $273,972-93.2% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 4.31% | 75.62%-71.3pp | 62.19%-57.9pp | 41.46%-37.1pp |
| Employer contribution / active EE | $2,429 | $3,175-23.5% | $2,850-14.8% | $4,869-50.1% |
| Participant deferral / active EE | $5,586 | $3,901+43.2% | $3,517+58.8% | $5,287+5.6% |
| Admin fee / account holder | $24 | $5,263-99.5% | $4,510-99.5% | $10,133-99.8% |