Filed September 24, 2019 (most recent of 2 filings on file)
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,043 | $47,105+29.6% | $68,368-10.7% | $67,986-10.2% |
| Participation rate | 23.3% | 51.8%-28.5pp | 73.8%-50.5pp | 57.2%-34.0pp |
| Annual return | 13.18% | 48.37%-35.2pp | 292.57%-279.4pp | 31.67%-18.5pp |
| Employer contribution / active EE | $236 | $1,859-87.3% | $2,649-91.1% | $2,019-88.3% |
| Participant deferral / active EE | $1,449 | $2,374-39.0% | $4,123-64.8% | $3,358-56.8% |
| Admin fee / account holder | $5,817 | $2,435+138.9% | $5,150+13.0% | $3,203+81.6% |