Filed February 9, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $36,716 | $111,814-67.2% | $103,378-64.5% | $145,978-74.8% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 15.64% | 24.80%-9.2pp | 24.91%-9.3pp | 550.52%-534.9pp |
| Employer contribution / active EE | $1,431 | $4,215-66.1% | $3,870-63.0% | $4,662-69.3% |
| Participant deferral / active EE | $3,252 | $5,618-42.1% | $5,058-35.7% | $6,690-51.4% |
| Admin fee / account holder | $2,435 | $9,764-75.1% | $8,401-71.0% | $13,400-81.8% |