Filed July 18, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,744 | $91,198-75.1% | $178,503-87.3% | $79,856-71.5% |
| Participation rate | 48.4% | 69.2%-20.8pp | 81.9%-33.5pp | 69.6%-21.3pp |
| Annual return | 47.57% | 24.20%+23.4pp | 151.12%-103.5pp | 31.71%+15.9pp |
| Employer contribution / active EE | $784 | $3,257-75.9% | $5,011-84.4% | $2,471-68.3% |
| Participant deferral / active EE | $1,303 | $3,237-59.7% | $5,202-74.9% | $3,741-65.2% |
| Admin fee / account holder | $527 | $6,748-92.2% | $13,987-96.2% | $5,306-90.1% |