Filed May 6, 2016
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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,763 | $55,472-12.1% | $155,567-68.7% | $74,546-34.6% |
| Participation rate | 21.1% | 61.9%-40.8pp | 78.2%-57.1pp | 67.2%-46.1pp |
| Annual return | 11.03% | 268.72%-257.7pp | 64.74%-53.7pp | 1366.03%-1355.0pp |
| Employer contribution / active EE | $668 | $2,269-70.6% | $4,674-85.7% | $2,624-74.5% |
| Participant deferral / active EE | $668 | $2,838-76.5% | $5,628-88.1% | $4,347-84.6% |
| Admin fee / account holder | $6,126 | $1,743+251.5% | $15,916-61.5% | $1,944+215.2% |