Filed January 13, 2021
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,800 | $46,877-45.0% | $122,354-78.9% | $70,124-63.2% |
| Participation rate | 31.1% | 58.2%-27.1pp | 71.6%-40.5pp | 69.5%-38.4pp |
| Annual return | 19.74% | 24.22%-4.5pp | 30.28%-10.5pp | 73.14%-53.4pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,069 | $2,167-50.7% | $3,287-67.5% | $3,332-67.9% |
| Admin fee / account holder | $216 | $3,324-93.5% | $5,479-96.1% | $4,645-95.3% |