Filed March 23, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,951 | $103,038-88.4% | $90,324-86.8% | $152,909-92.2% |
| Participation rate | 35.0% | 75.9%-40.9pp | 73.3%-38.3pp | 82.5%-47.5pp |
| Annual return | 34.75% | 95.25%-60.5pp | 78.15%-43.4pp | 345.46%-310.7pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,747 | $4,282-35.8% | $3,885-29.3% | $5,851-53.1% |
| Admin fee / account holder | $277 | $6,177-95.5% | $5,356-94.8% | $11,601-97.6% |