Filed February 11, 2021
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,189 | $54,690-22.9% | $76,030-44.5% | $74,478-43.4% |
| Participation rate | 35.7% | 60.3%-24.6pp | 69.1%-33.3pp | 67.2%-31.5pp |
| Annual return | 16.73% | 31.92%-15.2pp | 361.54%-344.8pp | 1370.56%-1353.8pp |
| Employer contribution / active EE | $144 | $1,781-91.9% | $2,688-94.6% | $2,626-94.5% |
| Participant deferral / active EE | $1,849 | $3,070-39.8% | $4,257-56.6% | $4,350-57.5% |
| Admin fee / account holder | $11,721 | $2,240+423.3% | $6,421+82.6% | $1,946+502.4% |