Filed April 17, 2017
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $378,012 | $102,245+269.7% | $89,340+323.1% | $137,256+175.4% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 21.22% | 21.89%-0.7pp | 20.57%+0.6pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,585 | $2,529-37.3% | $2,231-29.0% | $4,156-61.9% |
| Participant deferral / active EE | $7,271 | $4,436+63.9% | $3,823+90.2% | $6,407+13.5% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |