Filed December 21, 2015
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,664 | $102,609-96.4% | $98,090-96.3% | $138,895-97.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 0.00% | 36.44%-36.4pp | 37.05%-37.0pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,694 | $3,867-56.2% | $3,606-53.0% | $4,194-59.6% |
| Participant deferral / active EE | $1,858 | $8,167-77.3% | $7,845-76.3% | $6,396-71.0% |
| Admin fee / account holder | $5 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |