Filed May 10, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $96,528 | $102,422-5.8% | $147,117-34.4% | $80,959+19.2% |
| Participation rate | 47.2% | 75.9%-28.7pp | 82.2%-35.0pp | 67.7%-20.4pp |
| Annual return | 17.70% | 135.16%-117.5pp | 420.54%-402.8pp | 35.67%-18.0pp |
| Employer contribution / active EE | $2,558 | $3,717-31.2% | $4,932-48.1% | $2,757-7.2% |
| Participant deferral / active EE | $4,814 | $6,652-27.6% | $8,065-40.3% | $4,300+12.0% |
| Admin fee / account holder | $5,719 | $7,953-28.1% | $12,993-56.0% | $6,925-17.4% |