Filed April 4, 2022
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,073 | $96,678-51.3% | $86,640-45.7% | $139,466-66.2% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 20.61% | 106.69%-86.1pp | 592.52%-571.9pp | 373.66%-353.1pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,100 | $4,837+5.4% | $4,438+14.9% | $6,712-24.0% |
| Admin fee / account holder | $47 | $6,410-99.3% | $5,616-99.2% | $11,409-99.6% |