Filed September 2, 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 | $36,411 | $96,136-62.1% | $135,987-73.2% | $80,925-55.0% |
| Participation rate | 48.0% | 71.2%-23.2pp | 76.4%-28.4pp | 67.7%-19.7pp |
| Annual return | 12.12% | 28.70%-16.6pp | 580.01%-567.9pp | 35.65%-23.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $4,214-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,335 | $5,706-41.5% | $7,027-52.5% | $4,299-22.4% |
| Admin fee / account holder | $14,110 | $8,236+71.3% | $6,716+110.1% | $6,940+103.3% |