Filed December 16, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,763 | $65,367-83.5% | $92,915-88.4% | $72,976-85.3% |
| Participation rate | 56.7% | 68.3%-11.6pp | 76.0%-19.3pp | 69.5%-12.8pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.45%-109.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,759 | $2,594-32.2% | $3,653-51.9% | $2,440-27.9% |
| Participant deferral / active EE | $2,910 | $3,128-7.0% | $4,238-31.3% | $3,608-19.3% |
| Admin fee / account holder | $216 | $4,251-94.9% | $5,796-96.3% | $5,124-95.8% |