Filed January 28, 2020
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 | $24,431 | $58,311-58.1% | $81,882-70.2% | $80,959-69.8% |
| Participation rate | 64.5% | 63.5%+1.0pp | 72.4%-7.9pp | 67.7%-3.2pp |
| Annual return | 3.24% | 41.85%-38.6pp | 779.47%-776.2pp | 35.67%-32.4pp |
| Employer contribution / active EE | $697 | $2,347-70.3% | $2,916-76.1% | $2,757-74.7% |
| Participant deferral / active EE | $3,563 | $3,287+8.4% | $4,323-17.6% | $4,300-17.1% |
| Admin fee / account holder | $4,874 | $4,752+2.6% | $7,360-33.8% | $6,925-29.6% |