Filed March 13, 2016
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 | $93,116 | $85,171+9.3% | $172,753-46.1% | $72,976+27.6% |
| Participation rate | 59.0% | 70.1%-11.0pp | 82.6%-23.6pp | 69.5%-10.5pp |
| Annual return | 28.58% | 27.32%+1.3pp | 803.00%-774.4pp | 81.02%-52.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $11,914 | $3,260+265.5% | $5,198+129.2% | $3,608+230.2% |
| Admin fee / account holder | $1,029 | $5,880-82.5% | $13,956-92.6% | $5,124-79.9% |