Filed September 9, 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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,516 | $55,423+0.2% | $155,602-64.3% | $74,400-25.4% |
| Participation rate | 30.1% | 61.9%-31.8pp | 78.2%-48.1pp | 67.2%-37.1pp |
| Annual return | 9.93% | 269.07%-259.1pp | 64.81%-54.9pp | 1367.51%-1357.6pp |
| Employer contribution / active EE | $533 | $2,266-76.5% | $4,675-88.6% | $2,624-79.7% |
| Participant deferral / active EE | $1,666 | $2,835-41.2% | $5,629-70.4% | $4,348-61.7% |
| Admin fee / account holder | $1,224 | $1,744-29.9% | $15,923-92.3% | $1,944-37.0% |