Filed May 22, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,203 | $45,123-44.1% | $85,240-70.4% | $74,478-66.2% |
| Participation rate | 59.2% | 49.4%+9.8pp | 67.5%-8.4pp | 67.2%-8.1pp |
| Annual return | 24.91% | 26.32%-1.4pp | 66.75%-41.8pp | 1370.56%-1345.7pp |
| Employer contribution / active EE | $1,087 | $1,459-25.5% | $2,735-60.3% | $2,626-58.6% |
| Participant deferral / active EE | $3,139 | $2,736+14.7% | $4,527-30.7% | $4,350-27.8% |
| Admin fee / account holder | $2,129 | $2,215-3.9% | $6,165-65.5% | $1,946+9.4% |