Filed February 14, 2017
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,578 | $53,128-36.8% | $86,582-61.2% | $70,126-52.1% |
| Participation rate | 31.0% | 65.3%-34.3pp | 73.5%-42.5pp | 69.5%-38.5pp |
| Annual return | 19.40% | 27.66%-8.3pp | 965.08%-945.7pp | 73.15%-53.7pp |
| Employer contribution / active EE | $428 | $2,068-79.3% | $2,839-84.9% | $2,343-81.7% |
| Participant deferral / active EE | $805 | $2,695-70.1% | $3,609-77.7% | $3,332-75.8% |
| Admin fee / account holder | $2,309 | $3,584-35.6% | $4,904-52.9% | $4,645-50.3% |