Filed February 28, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $93,060 | $93,598-0.6% | $135,974-31.6% | $75,173+23.8% |
| Participation rate | 46.2% | 75.2%-29.0pp | 81.9%-35.8pp | 67.2%-21.0pp |
| Annual return | 22.84% | 30.89%-8.1pp | 68.30%-45.5pp | 160.72%-137.9pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,050 | $6,405-36.8% | $7,760-47.8% | $4,126-1.8% |
| Admin fee / account holder | $9,493 | $6,978+36.0% | $10,767-11.8% | $5,651+68.0% |