Filed February 27, 2021
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,296 | $106,264-75.3% | $147,117-82.1% | $77,762-66.2% |
| Participation rate | 65.3% | 78.4%-13.1pp | 82.2%-16.9pp | 70.6%-5.3pp |
| Annual return | 28.40% | 56.94%-28.5pp | 420.54%-392.1pp | 31.27%-2.9pp |
| Employer contribution / active EE | $2,864 | $4,074-29.7% | $4,932-41.9% | $2,728+5.0% |
| Participant deferral / active EE | $5,563 | $8,003-30.5% | $8,065-31.0% | $4,651+19.6% |
| Admin fee / account holder | $94 | $334-71.8% | $12,993-99.3% | $433-78.2% |