Filed February 20, 2017
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 | $20,328 | $56,894-64.3% | $84,753-76.0% | $62,881-67.7% |
| Participation rate | 45.7% | 68.5%-22.8pp | 76.6%-30.9pp | 69.3%-23.6pp |
| Annual return | 8.34% | 6.30%+2.0pp | 22.78%-14.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $937 | $2,400-60.9% | $3,574-73.8% | $2,281-58.9% |
| Participant deferral / active EE | $3,418 | $2,709+26.2% | $3,712-7.9% | $3,203+6.7% |
| Admin fee / account holder | $1,600 | $3,581-55.3% | $5,333-70.0% | $4,296-62.7% |