Filed May 31, 2019
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,450 | $56,110+2.4% | $94,993-39.5% | $70,126-18.1% |
| Participation rate | 42.9% | 65.0%-22.1pp | 73.9%-31.0pp | 69.5%-26.7pp |
| Annual return | 17.57% | 51.02%-33.5pp | 27.14%-9.6pp | 73.15%-55.6pp |
| Employer contribution / active EE | $679 | $1,442-52.9% | $2,603-73.9% | $2,343-71.0% |
| Participant deferral / active EE | $2,153 | $2,391-9.9% | $3,317-35.1% | $3,332-35.4% |
| Admin fee / account holder | $223 | $3,456-93.6% | $4,960-95.5% | $4,645-95.2% |