Filed April 3, 2019
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,199 | $77,460+35.8% | $100,378+4.8% | $80,925+30.0% |
| Participation rate | 65.8% | 76.9%-11.2pp | 81.5%-15.7pp | 67.7%-1.9pp |
| Annual return | 11.57% | 37.24%-25.7pp | 49.41%-37.8pp | 35.65%-24.1pp |
| Employer contribution / active EE | $3,125 | $2,801+11.6% | $3,942-20.7% | $2,756+13.4% |
| Participant deferral / active EE | $7,163 | $6,818+5.1% | $8,087-11.4% | $4,299+66.6% |
| Admin fee / account holder | $21,870 | $5,887+271.5% | $7,899+176.9% | $6,940+215.1% |