Filed October 13, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $4,942 | $176,402-97.2% | $134,162-96.3% | $158,966-96.9% |
| Participation rate | 60.0% | 78.7%-18.7pp | 72.2%-12.2pp | 82.0%-22.0pp |
| Annual return | 24.10% | 63.66%-39.6pp | 36.35%-12.2pp | 302.95%-278.8pp |
| Employer contribution / active EE | $203 | $5,042-96.0% | $3,705-94.5% | $4,762-95.7% |
| Participant deferral / active EE | $1,732 | $4,093-57.7% | $3,500-50.5% | $5,983-71.1% |
| Admin fee / account holder | $190 | $8,719-97.8% | $6,685-97.2% | $11,250-98.3% |