Filed January 26, 2018
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 | $85,634 | $65,361+31.0% | $92,903-7.8% | $72,983+17.3% |
| Participation rate | 29.2% | 68.3%-39.1pp | 76.0%-46.8pp | 69.5%-40.3pp |
| Annual return | 21.17% | 42.11%-20.9pp | 109.43%-88.3pp | 81.01%-59.8pp |
| Employer contribution / active EE | $1,126 | $2,594-56.6% | $3,653-69.2% | $2,440-53.8% |
| Participant deferral / active EE | $2,637 | $3,128-15.7% | $4,238-37.8% | $3,608-26.9% |
| Admin fee / account holder | $4,004 | $4,251-5.8% | $5,795-30.9% | $5,124-21.9% |