Filed May 10, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $15,825 | $93,617-83.1% | $135,982-88.4% | $75,177-78.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 62.74% | 30.89%+31.8pp | 68.32%-5.6pp | 160.75%-98.0pp |
| Employer contribution / active EE | $4,500 | $3,538+27.2% | $4,859-7.4% | $2,671+68.5% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $130 | $6,980-98.1% | $10,767-98.8% | $5,651-97.7% |