Filed July 31, 2020
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,966 | $86,940+216.3% | $102,434+168.4% | $80,935+239.7% |
| Participation rate | 20.0% | 72.4%-52.4pp | 76.5%-56.5pp | 67.7%-47.7pp |
| Annual return | 14.59% | 18.89%-4.3pp | 29.46%-14.9pp | 35.66%-21.1pp |
| Employer contribution / active EE | $3,141 | $2,370+32.5% | $3,023+3.9% | $2,757+13.9% |
| Participant deferral / active EE | $8,794 | $4,121+113.4% | $5,055+74.0% | $4,299+104.5% |
| Admin fee / account holder | $125,228 | $8,047+1456.2% | $9,462+1223.5% | $6,924+1708.5% |