Filed August 28, 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 | $42,480 | $81,358-47.8% | $155,556-72.7% | $80,959-47.5% |
| Participation rate | 58.1% | 66.3%-8.2pp | 78.2%-20.2pp | 67.7%-9.6pp |
| Annual return | 11.96% | 33.39%-21.4pp | 64.84%-52.9pp | 35.67%-23.7pp |
| Employer contribution / active EE | $2,735 | $3,106-12.0% | $4,675-41.5% | $2,757-0.8% |
| Participant deferral / active EE | $3,418 | $3,455-1.1% | $5,631-39.3% | $4,300-20.5% |
| Admin fee / account holder | $25,509 | $7,994+219.1% | $15,885+60.6% | $6,925+268.3% |