Filed October 3, 2016
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 | $167,076 | $81,487+105.0% | $102,412+63.1% | $80,935+106.4% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.7%-1.0pp |
| Annual return | 14.33% | 25.60%-11.3pp | 24.94%-10.6pp | 35.66%-21.3pp |
| Employer contribution / active EE | $2,485 | $3,103-19.9% | $3,870-35.8% | $2,757-9.8% |
| Participant deferral / active EE | $6,216 | $3,871+60.6% | $5,060+22.8% | $4,299+44.6% |
| Admin fee / account holder | $34,446 | $6,717+412.8% | $8,388+310.7% | $6,924+397.5% |