Filed July 23, 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 | $123,356 | $127,386-3.2% | $115,037+7.2% | $125,388-1.6% |
| Participation rate | 64.7% | 84.2%-19.5pp | 81.4%-16.7pp | 83.2%-18.5pp |
| Annual return | -3.20% | 31.28%-34.5pp | 26.14%-29.3pp | 282.24%-285.4pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,850 | $6,423+6.6% | $6,026+13.7% | $5,352+28.0% |
| Admin fee / account holder | $2,037 | $9,516-78.6% | $8,175-75.1% | $9,541-78.7% |