Filed December 12, 2019
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,793 | $100,938-76.4% | $90,461-73.7% | $158,982-85.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 17.64% | 1727.20%-1709.6pp | 1294.76%-1277.1pp | 302.99%-285.3pp |
| Employer contribution / active EE | $1,189 | $3,691-67.8% | $3,264-63.6% | $4,763-75.0% |
| Participant deferral / active EE | $3,599 | $4,350-17.3% | $3,964-9.2% | $5,983-39.9% |
| Admin fee / account holder | $164 | $6,510-97.5% | $5,617-97.1% | $11,252-98.5% |