Filed February 13, 2018
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 | $50,374 | $48,570+3.7% | $130,660-61.4% | $72,975-31.0% |
| Participation rate | 45.7% | 58.6%-12.9pp | 71.7%-26.1pp | 69.5%-23.8pp |
| Annual return | 20.19% | 38.63%-18.4pp | 1709.29%-1689.1pp | 81.01%-60.8pp |
| Employer contribution / active EE | $1,181 | $1,334-11.5% | $4,092-71.1% | $2,440-51.6% |
| Participant deferral / active EE | $2,117 | $2,384-11.2% | $3,603-41.2% | $3,608-41.3% |
| Admin fee / account holder | $3,535 | $3,549-0.4% | $5,463-35.3% | $5,124-31.0% |