Filed July 11, 2019
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 | $85,638 | $39,162+118.7% | $100,671-14.9% | $59,633+43.6% |
| Participation rate | 47.9% | 55.9%-7.9pp | 70.7%-22.8pp | 68.7%-20.8pp |
| Annual return | -0.78% | 21.07%-21.9pp | 20.43%-21.2pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $1,044 | $1,151-9.2% | $4,012-74.0% | $2,203-52.6% |
| Participant deferral / active EE | $2,593 | $1,992+30.2% | $3,144-17.5% | $3,192-18.7% |
| Admin fee / account holder | $24 | $2,969-99.2% | $4,850-99.5% | $4,297-99.4% |