Filed January 31, 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.
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 | $104,294 | $90,486+15.3% | $78,676+32.6% | $273,972-61.9% |
| Participation rate | 10.0% | 76.5%-66.5pp | 73.6%-63.6pp | 83.0%-73.0pp |
| Annual return | 7.44% | 75.62%-68.2pp | 62.19%-54.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $225 | $3,175-92.9% | $2,850-92.1% | $4,869-95.4% |
| Participant deferral / active EE | $1,331 | $3,901-65.9% | $3,517-62.1% | $5,287-74.8% |
| Admin fee / account holder | $4,435 | $5,263-15.7% | $4,510-1.7% | $10,133-56.2% |