Filed June 13, 2018
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,291 | $107,353-57.8% | $92,903-51.2% | $152,885-70.4% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.5%-42.5pp |
| Annual return | 15.24% | 145.62%-130.4pp | 109.43%-94.2pp | 345.39%-330.1pp |
| Employer contribution / active EE | $2,097 | $4,222-50.3% | $3,653-42.6% | $4,763-56.0% |
| Participant deferral / active EE | $4,978 | $4,848+2.7% | $4,238+17.5% | $5,851-14.9% |
| Admin fee / account holder | $752 | $7,081-89.4% | $5,795-87.0% | $11,598-93.5% |