Filed October 19, 2020
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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,769 | $123,793-76.0% | $177,840-83.3% | $79,852-62.7% |
| Participation rate | 85.0% | 84.7%+0.3pp | 87.7%-2.7pp | 69.6%+15.4pp |
| Annual return | 10.75% | 22.82%-12.1pp | 48.32%-37.6pp | 31.72%-21.0pp |
| Employer contribution / active EE | $1,366 | $4,095-66.6% | $5,919-76.9% | $2,471-44.7% |
| Participant deferral / active EE | $2,597 | $5,956-56.4% | $7,714-66.3% | $3,740-30.6% |
| Admin fee / account holder | $12,244 | $7,243+69.1% | $12,431-1.5% | $5,306+130.7% |