Filed November 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 | $60,454 | $165,381-63.4% | $149,730-59.6% | $158,966-62.0% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 13.57% | 348.29%-334.7pp | 276.70%-263.1pp | 302.95%-289.4pp |
| Employer contribution / active EE | $6,426 | $5,104+25.9% | $4,645+38.3% | $4,762+34.9% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,884 | $10,809-82.6% | $9,310-79.8% | $11,250-83.3% |