Filed April 13, 2021
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 | $117,991 | $223,823-47.3% | $211,142-44.1% | $154,746-23.8% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 15.01% | 50.39%-35.4pp | 46.84%-31.8pp | 172.34%-157.3pp |
| Employer contribution / active EE | $3,675 | $6,787-45.9% | $6,442-43.0% | $4,379-16.1% |
| Participant deferral / active EE | $7,582 | $9,750-22.2% | $9,284-18.3% | $6,730+12.7% |
| Admin fee / account holder | $14,653 | $19,707-25.6% | $19,076-23.2% | $14,365+2.0% |