Filed January 24, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $21,083 | $81,262-74.1% | $155,602-86.5% | $80,911-73.9% |
| Participation rate | 19.1% | 66.2%-47.1pp | 78.2%-59.1pp | 67.6%-48.5pp |
| Annual return | 53.43% | 33.34%+20.1pp | 64.81%-11.4pp | 35.63%+17.8pp |
| Employer contribution / active EE | $596 | $3,102-80.8% | $4,675-87.3% | $2,756-78.4% |
| Participant deferral / active EE | $942 | $3,451-72.7% | $5,629-83.3% | $4,297-78.1% |
| Admin fee / account holder | $1,609 | $7,992-79.9% | $15,923-89.9% | $6,935-76.8% |