Filed June 9, 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.
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 | $15,897 | $45,152-64.8% | $73,836-78.5% | $59,633-73.3% |
| Participation rate | 38.1% | 64.0%-25.9pp | 73.4%-35.3pp | 68.7%-30.6pp |
| Annual return | -5.40% | 27.40%-32.8pp | 2268.06%-2273.5pp | 2041.45%-2046.8pp |
| Employer contribution / active EE | $555 | $1,901-70.8% | $2,787-80.1% | $2,203-74.8% |
| Participant deferral / active EE | $814 | $2,573-68.4% | $3,583-77.3% | $3,192-74.5% |
| Admin fee / account holder | $816 | $3,515-76.8% | $4,882-83.3% | $4,297-81.0% |