Filed December 13, 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 | $82,719 | $47,479+74.2% | $62,929+31.4% | $82,448+0.3% |
| Participation rate | 39.5% | 66.9%-27.4pp | 73.1%-33.6pp | 68.1%-28.6pp |
| Annual return | 9.22% | 20.34%-11.1pp | 1063.93%-1054.7pp | 41.64%-32.4pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,842 | $2,870-1.0% | $3,888-26.9% | $4,139-31.3% |
| Admin fee / account holder | $9,367 | $3,804+146.3% | $5,065+84.9% | $7,234+29.5% |