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 | $26,630 | $95,406-72.1% | $185,849-85.7% | $85,847-69.0% |
| Participation rate | 50.8% | 68.8%-18.0pp | 81.7%-30.9pp | 69.3%-18.5pp |
| Annual return | 13.38% | 23.59%-10.2pp | 122.10%-108.7pp | 318.61%-305.2pp |
| Employer contribution / active EE | $747 | $3,314-77.5% | $5,169-85.5% | $2,565-70.9% |
| Participant deferral / active EE | $1,539 | $3,424-55.1% | $5,569-72.4% | $3,952-61.1% |
| Admin fee / account holder | $1,937 | $7,214-73.1% | $16,244-88.1% | $6,261-69.1% |