Filed June 16, 2020
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.
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 | $3,332 | $158,852-97.9% | $121,220-97.3% | $135,380-97.5% |
| Participation rate | 87.5% | 79.3%+8.2pp | 71.8%+15.7pp | 82.6%+4.9pp |
| Annual return | 11.62% | -0.64%+12.3pp | 16.94%-5.3pp | 519.81%-508.2pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,729 | $4,006-56.8% | $3,345-48.3% | $5,609-69.2% |
| Admin fee / account holder | $75 | $6,515-98.8% | $5,021-98.5% | $10,828-99.3% |