Filed August 9, 2018
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 | $18,138 | $76,551-76.3% | $123,894-85.4% | $62,881-71.2% |
| Participation rate | 39.4% | 73.0%-33.6pp | 81.4%-42.0pp | 69.3%-29.9pp |
| Annual return | 6.92% | 18.68%-11.8pp | 47.52%-40.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $605 | $4,840-87.5% | $5,984-89.9% | $3,203-81.1% |
| Admin fee / account holder | $25 | $4,826-99.5% | $8,357-99.7% | $4,296-99.4% |