Filed December 16, 2019
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.
Employer 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 | $6,931 | $75,959-90.9% | $154,114-95.5% | $64,181-89.2% |
| Participation rate | 98.2% | 70.4%+27.8pp | 83.0%+15.1pp | 69.6%+28.6pp |
| Annual return | -2.56% | 30.32%-32.9pp | 735.16%-737.7pp | 7.63%-10.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,962 | $3,175-38.2% | $5,081-61.4% | $3,470-43.4% |
| Admin fee / account holder | $157 | $5,589-97.2% | $13,411-98.8% | $4,887-96.8% |