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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,071 | $45,152-53.3% | $73,836-71.5% | $59,633-64.7% |
| Participation rate | 60.0% | 64.0%-4.0pp | 73.4%-13.4pp | 68.7%-8.7pp |
| Annual return | -0.56% | 27.40%-28.0pp | 2268.06%-2268.6pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $441 | $1,901-76.8% | $2,787-84.2% | $2,203-80.0% |
| Participant deferral / active EE | $1,616 | $2,573-37.2% | $3,583-54.9% | $3,192-49.4% |
| Admin fee / account holder | $3,381 | $3,515-3.8% | $4,882-30.7% | $4,297-21.3% |