Filed March 4, 2016
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 | $114,518 | $80,763+41.8% | $102,412+11.8% | $74,459+53.8% |
| Participation rate | 43.7% | 65.7%-22.0pp | 74.5%-30.8pp | 67.2%-23.6pp |
| Annual return | 11.52% | 27.57%-16.0pp | 24.94%-13.4pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $1,670 | $3,160-47.1% | $3,870-56.8% | $2,626-36.4% |
| Participant deferral / active EE | $3,079 | $3,862-20.3% | $5,060-39.1% | $4,350-29.2% |
| Admin fee / account holder | $2,900 | $2,371+22.3% | $8,388-65.4% | $1,945+49.1% |