Filed February 18, 2021
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 | $44,362 | $48,364-8.3% | $71,796-38.2% | $62,881-29.5% |
| Participation rate | 58.5% | 60.6%-2.1pp | 69.1%-10.6pp | 69.3%-10.8pp |
| Annual return | 11.57% | 13.16%-1.6pp | 78.04%-66.5pp | 20.14%-8.6pp |
| Employer contribution / active EE | $212 | $1,042-79.7% | $1,924-89.0% | $2,281-90.7% |
| Participant deferral / active EE | $3,853 | $2,091+84.2% | $2,794+37.9% | $3,203+20.3% |
| Admin fee / account holder | $1,209 | $3,771-67.9% | $4,815-74.9% | $4,296-71.9% |