Filed April 26, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $7,084 | $131,835-94.6% | $108,582-93.5% | $273,972-97.4% |
| Participation rate | 52.6% | 83.5%-30.8pp | 79.6%-26.9pp | 83.0%-30.4pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,215 | $5,127-76.3% | $4,311-71.8% | $5,287-77.0% |
| Admin fee / account holder | $177 | $10,253-98.3% | $7,645-97.7% | $10,133-98.3% |