Filed February 24, 2016
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,308 | $223,823-73.1% | $211,142-71.4% | $154,746-61.0% |
| Participation rate | 64.3% | 87.9%-23.6pp | 87.3%-23.0pp | 80.7%-16.4pp |
| Annual return | 10.71% | 50.39%-39.7pp | 46.84%-36.1pp | 172.34%-161.6pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,647 | $9,750-83.1% | $9,284-82.3% | $6,730-75.5% |
| Admin fee / account holder | $8 | $19,707-100.0% | $19,076-100.0% | $14,365-99.9% |