Filed October 27, 2014
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 | $0 | $125,797-100.0% | $170,057-100.0% | $75,177-100.0% |
| Participation rate | 0.0% | 83.6%-83.6pp | 87.0%-87.0pp | 67.2%-67.2pp |
| Annual return | 18.87% | 27.20%-8.3pp | 53.42%-34.5pp | 160.75%-141.9pp |
| Employer contribution / active EE | $11,555 | $4,616+150.3% | $6,790+70.2% | $2,671+332.6% |
| Participant deferral / active EE | $13,256 | $6,838+93.9% | $10,411+27.3% | $4,126+221.3% |
| Admin fee / account holder | $0 | $8,177-100.0% | $12,826-100.0% | $5,651-100.0% |