Filed July 5, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $18,189 | $227,633-92.0% | $189,597-90.4% | $167,553-89.1% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.4%+14.4pp | 82.1%+10.7pp |
| Annual return | 0.00% | 78.45%-78.5pp | 64.20%-64.2pp | 478.89%-478.9pp |
| Employer contribution / active EE | $3,010 | $5,317-43.4% | $4,412-31.8% | $4,840-37.8% |
| Participant deferral / active EE | $2,605 | $7,003-62.8% | $6,174-57.8% | $6,343-58.9% |
| Admin fee / account holder | $13 | $11,879-99.9% | $9,807-99.9% | $12,316-99.9% |