Filed December 16, 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.
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 | $34,625 | $106,008-67.3% | $92,240-62.5% | $147,586-76.5% |
| Participation rate | 45.8% | 80.4%-34.6pp | 76.5%-30.6pp | 82.8%-37.0pp |
| Annual return | 9.90% | 50.05%-40.1pp | 176.29%-166.4pp | 578.59%-568.7pp |
| Employer contribution / active EE | $4,730 | $4,333+9.1% | $3,680+28.5% | $4,876-3.0% |
| Participant deferral / active EE | $3,359 | $4,478-25.0% | $3,897-13.8% | $5,439-38.2% |
| Admin fee / account holder | $77 | $6,333-98.8% | $5,194-98.5% | $10,886-99.3% |