Filed November 17, 2017
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 | $35,697 | $64,729-44.9% | $112,263-68.2% | $68,490-47.9% |
| Participation rate | 41.7% | 67.2%-25.5pp | 75.1%-33.4pp | 67.9%-26.2pp |
| Annual return | -16.53% | -11.40%-5.1pp | 27.49%-44.0pp | -7.85%-8.7pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,793 | $3,566-49.7% | $4,729-62.1% | $4,028-55.5% |
| Admin fee / account holder | $6,539 | $5,222+25.2% | $6,410+2.0% | $5,403+21.0% |