Filed May 23, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $16,024 | $54,368-70.5% | $117,039-86.3% | $62,293-74.3% |
| Participation rate | 86.4% | 64.9%+21.4pp | 77.2%+9.2pp | 69.5%+16.8pp |
| Annual return | 0.00% | 21.77%-21.8pp | 18.95%-18.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $2,999 | $1,692+77.3% | $3,785-20.8% | $2,042+46.9% |
| Participant deferral / active EE | $6,917 | $2,269+204.9% | $3,929+76.0% | $3,169+118.3% |
| Admin fee / account holder | $0 | $493-100.0% | $5,974-100.0% | $479-100.0% |