Filed June 13, 2021
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 | $54,920 | $57,350-4.2% | $83,850-34.5% | $64,181-14.4% |
| Participation rate | 62.5% | 68.6%-6.1pp | 76.1%-13.6pp | 69.6%-7.1pp |
| Annual return | -5.33% | 11.38%-16.7pp | 850.92%-856.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,960 | $2,545-23.0% | $3,631-46.0% | $2,381-17.7% |
| Participant deferral / active EE | $3,752 | $2,993+25.3% | $4,082-8.1% | $3,470+8.1% |
| Admin fee / account holder | $6,006 | $4,046+48.4% | $5,478+9.6% | $4,887+22.9% |