Filed November 2, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,105 | $82,674+4.2% | $125,363-31.3% | $68,495+25.7% |
| Participation rate | 53.1% | 75.0%-22.0pp | 82.4%-29.3pp | 67.9%-14.8pp |
| Annual return | -17.51% | -5.97%-11.5pp | 572.15%-589.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,399 | $6,111+4.7% | $7,447-14.1% | $4,028+58.9% |
| Admin fee / account holder | $1,406 | $6,276-77.6% | $10,005-85.9% | $5,403-74.0% |