Filed April 2, 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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,059 | $185,830-58.0% | $170,004-54.1% | $139,427-44.0% |
| Participation rate | 44.4% | 87.8%-43.3pp | 87.0%-42.6pp | 80.3%-35.9pp |
| Annual return | 13.39% | 60.52%-47.1pp | 53.39%-40.0pp | 373.27%-359.9pp |
| Employer contribution / active EE | $0 | $7,591-100.0% | $6,786-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $1,643 | $11,622-85.9% | $10,408-84.2% | $6,711-75.5% |
| Admin fee / account holder | $1,098 | $15,381-92.9% | $12,816-91.4% | $11,404-90.4% |