Filed September 25, 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 | $62,032 | $71,215-12.9% | $93,696-33.8% | $80,935-23.4% |
| Participation rate | 56.9% | 60.4%-3.5pp | 68.7%-11.8pp | 67.7%-10.7pp |
| Annual return | 11.63% | 11.27%+0.4pp | 133.74%-122.1pp | 35.66%-24.0pp |
| Employer contribution / active EE | $442 | $1,565-71.7% | $2,422-81.7% | $2,757-84.0% |
| Participant deferral / active EE | $3,256 | $4,037-19.3% | $4,417-26.3% | $4,299-24.3% |
| Admin fee / account holder | $9,349 | $6,958+34.4% | $8,287+12.8% | $6,924+35.0% |