Filed December 9, 2019
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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,814 | $87,834-66.1% | $133,975-77.7% | $62,881-52.6% |
| Participation rate | 95.5% | 83.4%+12.1pp | 87.1%+8.4pp | 69.3%+26.1pp |
| Annual return | 1.85% | 12.05%-10.2pp | 29.29%-27.4pp | 20.14%-18.3pp |
| Employer contribution / active EE | $3,196 | $3,482-8.2% | $5,211-38.7% | $2,281+40.1% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,059 | $5,372-80.3% | $9,324-88.6% | $4,296-75.3% |