Filed November 19, 2020
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.
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 | $29,845 | $84,236-64.6% | $170,435-82.5% | $70,126-57.4% |
| Participation rate | 68.6% | 70.8%-2.3pp | 83.6%-15.0pp | 69.5%-1.0pp |
| Annual return | -67.12% | 23.06%-90.2pp | 205.94%-273.1pp | 73.15%-140.3pp |
| Employer contribution / active EE | $3,168 | $3,387-6.5% | $5,432-41.7% | $2,343+35.2% |
| Participant deferral / active EE | $15,754 | $3,086+410.5% | $4,939+218.9% | $3,332+372.8% |
| Admin fee / account holder | $2,472 | $5,698-56.6% | $13,881-82.2% | $4,645-46.8% |