Filed May 11, 2021
Total covered: 7 employees
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,401 | $80,992-13.1% | $96,534-27.1% | $75,173-6.3% |
| Participation rate | 58.8% | 71.8%-13.0pp | 76.0%-17.2pp | 67.2%-8.4pp |
| Annual return | 13.34% | 27.05%-13.7pp | 25.88%-12.5pp | 160.72%-147.4pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,351 | $3,929-14.7% | $4,851-30.9% | $4,126-18.8% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,253-100.0% | $5,651-100.0% |