Filed December 16, 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.
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 | $73,850 | $100,041-26.2% | $149,718-50.7% | $70,131+5.3% |
| Participation rate | 52.6% | 83.6%-31.0pp | 87.1%-34.4pp | 69.5%-16.9pp |
| Annual return | 14.18% | 27.43%-13.3pp | 1501.70%-1487.5pp | 73.14%-59.0pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,651 | $4,983-26.7% | $6,568-44.4% | $3,332+9.6% |
| Admin fee / account holder | $756 | $8,286-90.9% | $11,283-93.3% | $4,645-83.7% |