Filed January 27, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,640 | $77,814-77.3% | $158,223-88.9% | $86,983-79.7% |
| Participation rate | 11.1% | 68.4%-57.3pp | 79.2%-68.1pp | 69.5%-58.4pp |
| Annual return | 16.69% | 30.54%-13.8pp | 52.09%-35.4pp | 25.83%-9.1pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $156 | $3,270-95.2% | $5,467-97.1% | $4,194-96.3% |
| Admin fee / account holder | $873 | $5,879-85.2% | $16,047-94.6% | $7,856-88.9% |