Filed February 7, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $568,694 | $87,546+549.6% | $75,784+650.4% | $125,389+353.5% |
| Participation rate | 0.0% | 80.2%-80.2pp | 75.8%-75.8pp | 83.2%-83.2pp |
| Annual return | -2.05% | 13.49%-15.5pp | 9.68%-11.7pp | 282.24%-284.3pp |
| Employer contribution / active EE | $15,456 | $3,930+293.3% | $3,323+365.1% | $4,866+217.6% |
| Participant deferral / active EE | $9,683 | $4,230+128.9% | $3,652+165.2% | $5,352+80.9% |
| Admin fee / account holder | $2,907 | $6,503-55.3% | $5,300-45.2% | $9,541-69.5% |