Filed January 26, 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 | $86,689 | $61,789+40.3% | $97,167-10.8% | $80,874+7.2% |
| Participation rate | 48.4% | 63.5%-15.1pp | 72.7%-24.3pp | 67.6%-19.2pp |
| Annual return | 10.79% | -557.90%+568.7pp | 75.27%-64.5pp | 35.62%-24.8pp |
| Employer contribution / active EE | $506 | $1,837-72.4% | $2,729-81.5% | $2,756-81.6% |
| Participant deferral / active EE | $1,470 | $3,028-51.5% | $4,264-65.5% | $4,297-65.8% |
| Admin fee / account holder | $30,017 | $5,168+480.8% | $5,650+431.3% | $6,935+332.8% |