Filed October 1, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,011 | $56,894-27.9% | $84,753-51.6% | $62,881-34.8% |
| Participation rate | 7.5% | 68.5%-61.0pp | 76.6%-69.0pp | 69.3%-61.8pp |
| Annual return | 9.16% | 6.30%+2.9pp | 22.78%-13.6pp | 20.14%-11.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $332 | $2,709-87.7% | $3,712-91.0% | $3,203-89.6% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |