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.
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 | $41,435 | $61,356-32.5% | $149,696-72.3% | $71,511-42.1% |
| Participation rate | 27.3% | 62.5%-35.3pp | 78.8%-51.5pp | 67.9%-40.7pp |
| Annual return | 17.51% | 35.86%-18.3pp | 134.46%-116.9pp | 28.86%-11.3pp |
| Employer contribution / active EE | $852 | $2,382-64.2% | $4,821-82.3% | $2,589-67.1% |
| Participant deferral / active EE | $865 | $2,920-70.4% | $5,682-84.8% | $4,291-79.9% |
| Admin fee / account holder | $18,863 | $1,263+1393.3% | $13,212+42.8% | $1,588+1087.5% |