Filed July 7, 2016
Total covered: 2 employees
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 | $27,376 | $43,344-36.8% | $59,899-54.3% | $64,173-57.3% |
| Participation rate | 62.6% | 69.2%-6.5pp | 74.7%-12.1pp | 69.6%-6.9pp |
| Annual return | 8.97% | -1.55%+10.5pp | 3.46%+5.5pp | 7.63%+1.3pp |
| Employer contribution / active EE | $1,786 | $2,030-12.0% | $2,723-34.4% | $2,381-25.0% |
| Participant deferral / active EE | $2,606 | $2,547+2.3% | $3,402-23.4% | $3,470-24.9% |
| Admin fee / account holder | $3,003 | $3,008-0.2% | $3,592-16.4% | $4,887-38.6% |