Filed March 20, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,010 | $52,467-40.9% | $57,196-45.8% | $55,167-43.8% |
| Participation rate | 31.9% | 75.8%-44.0pp | 75.3%-43.5pp | 69.0%-37.1pp |
| Annual return | 0.36% | 7.72%-7.4pp | 14.59%-14.2pp | 169.23%-168.9pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $416 | $2,830-85.3% | $3,096-86.5% | $3,054-86.4% |
| Admin fee / account holder | $391 | $269+45.3% | $3,141-87.5% | $504-22.4% |