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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,912 | $49,138-31.0% | $84,020-59.6% | $65,185-48.0% |
| Participation rate | 57.4% | 60.7%-3.4pp | 69.0%-11.6pp | 70.2%-12.8pp |
| Annual return | 14.05% | 23.00%-9.0pp | 71.31%-57.3pp | 29.38%-15.3pp |
| Employer contribution / active EE | $738 | $914-19.3% | $1,984-62.8% | $2,177-66.1% |
| Participant deferral / active EE | $3,763 | $2,397+57.0% | $3,239+16.2% | $3,514+7.1% |
| Admin fee / account holder | $7,879 | $543+1350.2% | $6,101+29.1% | $847+830.1% |