Filed January 4, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,944 | $110,379-62.0% | $102,412-59.0% | $145,884-71.2% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 6.16% | 24.84%-18.7pp | 24.94%-18.8pp | 551.85%-545.7pp |
| Employer contribution / active EE | $545 | $4,216-87.1% | $3,870-85.9% | $4,662-88.3% |
| Participant deferral / active EE | $2,576 | $5,622-54.2% | $5,060-49.1% | $6,690-61.5% |
| Admin fee / account holder | $32,677 | $9,745+235.3% | $8,388+289.6% | $13,392+144.0% |