Filed December 29, 2015
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 | $77,898 | $76,696+1.6% | $96,538-19.3% | $71,529+8.9% |
| Participation rate | 41.1% | 66.6%-25.5pp | 74.3%-33.3pp | 67.9%-26.9pp |
| Annual return | 16.98% | 48.32%-31.3pp | 35.74%-18.8pp | 28.97%-12.0pp |
| Employer contribution / active EE | $1,297 | $3,032-57.2% | $3,740-65.3% | $2,590-49.9% |
| Participant deferral / active EE | $3,485 | $3,770-7.6% | $4,880-28.6% | $4,291-18.8% |
| Admin fee / account holder | $7,971 | $2,030+292.7% | $6,737+18.3% | $1,588+401.8% |