Filed November 3, 2016
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.
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 | $2,951 | $123,793-97.6% | $177,848-98.3% | $79,856-96.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 45.93% | 22.82%+23.1pp | 48.33%-2.4pp | 31.71%+14.2pp |
| Employer contribution / active EE | $1,556 | $4,095-62.0% | $5,919-73.7% | $2,471-37.1% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $6 | $7,243-99.9% | $12,431-99.9% | $5,306-99.9% |