Filed July 23, 2021
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,975 | $145,431-17.5% | $211,142-43.2% | $87,485+37.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 21.61% | 27.21%-5.6pp | 46.84%-25.2pp | 26.06%-4.5pp |
| Employer contribution / active EE | $2,559 | $4,662-45.1% | $6,442-60.3% | $2,596-1.4% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $234 | $17,052-98.6% | $19,076-98.8% | $7,775-97.0% |