Filed June 28, 2016
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.
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 | $3,397 | $32,037-89.4% | $69,182-95.1% | $62,881-94.6% |
| Participation rate | 58.8% | 43.4%+15.4pp | 55.1%+3.7pp | 69.3%-10.5pp |
| Annual return | 0.00% | 15.16%-15.2pp | -21.93%+21.9pp | 20.14%-20.1pp |
| Employer contribution / active EE | $371 | $679-45.4% | $1,206-69.3% | $2,281-83.8% |
| Participant deferral / active EE | $1,551 | $1,185+30.9% | $1,897-18.2% | $3,203-51.6% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |