Filed January 27, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $101,776 | $92,219+10.4% | $76,768+32.6% | $135,379-24.8% |
| Participation rate | 52.4% | 79.8%-27.4pp | 77.0%-24.6pp | 82.6%-30.3pp |
| Annual return | -7.95% | 5.46%-13.4pp | 2.43%-10.4pp | 519.79%-527.7pp |
| Employer contribution / active EE | $299 | $3,216-90.7% | $2,485-88.0% | $4,779-93.7% |
| Participant deferral / active EE | $5,101 | $4,508+13.1% | $3,852+32.4% | $5,609-9.1% |
| Admin fee / account holder | $2,496 | $10,749-76.8% | $6,675-62.6% | $10,828-76.9% |