Filed November 21, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $15,481 | $86,922-82.2% | $102,438-84.9% | $80,874-80.9% |
| Participation rate | 92.9% | 72.4%+20.5pp | 76.5%+16.4pp | 67.6%+25.2pp |
| Annual return | 57.27% | 18.90%+38.4pp | 29.37%+27.9pp | 35.62%+21.7pp |
| Employer contribution / active EE | $3,511 | $2,369+48.2% | $3,024+16.1% | $2,756+27.4% |
| Participant deferral / active EE | $4,477 | $4,119+8.7% | $5,054-11.4% | $4,297+4.2% |
| Admin fee / account holder | $199 | $8,050-97.5% | $9,448-97.9% | $6,935-97.1% |