Filed May 31, 2019
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 | $52,757 | $53,596-1.6% | $90,657-41.8% | $64,173-17.8% |
| Participation rate | 41.9% | 64.5%-22.7pp | 74.0%-32.2pp | 69.6%-27.7pp |
| Annual return | -5.05% | 4.41%-9.5pp | 1.89%-6.9pp | 7.63%-12.7pp |
| Employer contribution / active EE | $700 | $1,503-53.4% | $2,532-72.3% | $2,381-70.6% |
| Participant deferral / active EE | $962 | $2,459-60.9% | $3,424-71.9% | $3,470-72.3% |
| Admin fee / account holder | $472 | $3,868-87.8% | $4,994-90.5% | $4,887-90.3% |