Filed May 31, 2019
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,962 | $41,016-7.4% | $152,093-75.0% | $64,097-40.8% |
| Participation rate | 38.8% | 51.3%-12.6pp | 77.8%-39.0pp | 55.2%-16.4pp |
| Annual return | 9.95% | 39.60%-29.7pp | 66.36%-56.4pp | 34.64%-24.7pp |
| Employer contribution / active EE | $740 | $1,342-44.8% | $4,175-82.3% | $1,891-60.9% |
| Participant deferral / active EE | $1,750 | $1,927-9.2% | $5,451-67.9% | $3,080-43.2% |
| Admin fee / account holder | $4,066 | $2,305+76.4% | $14,497-71.9% | $3,454+17.7% |