Filed May 23, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $46,411 | $54,355-14.6% | $82,744-43.9% | $68,486-32.2% |
| Participation rate | 49.3% | 63.9%-14.7pp | 72.6%-23.3pp | 67.9%-18.6pp |
| Annual return | -17.19% | -13.67%-3.5pp | 702.22%-719.4pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,512 | $3,246+39.0% | $4,395+2.7% | $4,028+12.0% |
| Admin fee / account holder | $10,649 | $4,397+142.2% | $5,325+100.0% | $5,404+97.1% |