Filed August 5, 2016
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 | $165,445 | $64,729+155.6% | $112,263+47.4% | $68,490+141.6% |
| Participation rate | 62.1% | 67.2%-5.1pp | 75.1%-13.0pp | 67.9%-5.8pp |
| Annual return | -17.04% | -11.40%-5.6pp | 27.49%-44.5pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,164 | $2,746-57.6% | $3,636-68.0% | $2,597-55.2% |
| Participant deferral / active EE | $8,546 | $3,566+139.7% | $4,729+80.7% | $4,028+112.2% |
| Admin fee / account holder | $24,299 | $5,222+365.3% | $6,410+279.1% | $5,403+349.7% |