Filed January 4, 2018 (most recent of 2 filings on file)
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 | $45,414 | $153,774-70.5% | $133,979-66.1% | $273,970-83.4% |
| Participation rate | 46.2% | 88.4%-42.2pp | 87.1%-40.9pp | 83.0%-36.9pp |
| Annual return | 7.91% | 36.51%-28.6pp | 29.30%-21.4pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,929 | $6,029-68.0% | $5,211-63.0% | $4,869-60.4% |
| Participant deferral / active EE | $2,837 | $6,958-59.2% | $6,282-54.8% | $5,287-46.3% |
| Admin fee / account holder | $944 | $11,765-92.0% | $9,324-89.9% | $10,132-90.7% |