Filed October 1, 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 | $149,464 | $80,748+85.1% | $102,383+46.0% | $74,429+100.8% |
| Participation rate | 59.8% | 65.7%-5.8pp | 74.5%-14.7pp | 67.2%-7.4pp |
| Annual return | 12.48% | 27.57%-15.1pp | 24.94%-12.5pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $2,798 | $3,159-11.4% | $3,870-27.7% | $2,625+6.6% |
| Participant deferral / active EE | $4,378 | $3,861+13.4% | $5,060-13.5% | $4,348+0.7% |
| Admin fee / account holder | $2,836 | $2,371+19.6% | $8,391-66.2% | $1,944+45.8% |