Filed February 15, 2018
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 | $58,080 | $53,777+8.0% | $134,155-56.7% | $79,858-27.3% |
| Participation rate | 30.2% | 58.8%-28.5pp | 72.2%-42.0pp | 69.6%-39.4pp |
| Annual return | 18.18% | 19.01%-0.8pp | 36.34%-18.2pp | 31.72%-13.5pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $923 | $2,420-61.9% | $3,500-73.6% | $3,740-75.3% |
| Admin fee / account holder | $18,456 | $3,984+363.2% | $6,685+176.1% | $5,306+247.8% |