Filed October 6, 2023
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,330 | $43,133-66.8% | $89,414-84.0% | $73,493-80.5% |
| Participation rate | 54.2% | 55.0%-0.8pp | 68.0%-13.8pp | 70.7%-16.5pp |
| Annual return | -57.10% | 135.66%-192.8pp | 245.50%-302.6pp | 28.51%-85.6pp |
| Employer contribution / active EE | $522 | $1,438-63.7% | $2,586-79.8% | $2,270-77.0% |
| Participant deferral / active EE | $367 | $2,445-85.0% | $3,890-90.6% | $3,740-90.2% |
| Admin fee / account holder | $193 | $444-56.5% | $4,883-96.0% | $513-62.3% |