Filed August 24, 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 | $98,317 | $80,781+21.7% | $102,437-4.0% | $74,478+32.0% |
| Participation rate | 28.6% | 65.7%-37.1pp | 74.5%-45.9pp | 67.2%-38.7pp |
| Annual return | 11.31% | 27.58%-16.3pp | 24.95%-13.6pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $1,094 | $3,160-65.4% | $3,871-71.7% | $2,626-58.3% |
| Participant deferral / active EE | $2,419 | $3,862-37.4% | $5,060-52.2% | $4,350-44.4% |
| Admin fee / account holder | $1,886 | $2,372-20.5% | $8,388-77.5% | $1,946-3.1% |