Filed February 4, 2020
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,121 | $112,933-74.2% | $90,970-68.0% | $158,982-81.7% |
| Participation rate | 52.9% | 74.7%-21.8pp | 69.0%-16.1pp | 82.0%-29.0pp |
| Annual return | 19.01% | 215.82%-196.8pp | 134.60%-115.6pp | 302.99%-284.0pp |
| Employer contribution / active EE | $516 | $2,893-82.2% | $2,122-75.7% | $4,763-89.2% |
| Participant deferral / active EE | $595 | $4,128-85.6% | $3,373-82.4% | $5,983-90.1% |
| Admin fee / account holder | $308 | $8,047-96.2% | $5,961-94.8% | $11,252-97.3% |