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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,724 | $42,917-58.7% | $60,899-70.9% | $68,495-74.1% |
| Participation rate | 57.6% | 66.8%-9.2pp | 73.1%-15.5pp | 67.9%-10.3pp |
| Annual return | -7.62% | -13.99%+6.4pp | 16.92%-24.5pp | -7.84%+0.2pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,042 | $3,102+127.0% | $3,225+118.4% | $5,403+30.3% |