Filed October 6, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $373,571 | $208,088+79.5% | $186,193+100.6% | $154,746+141.4% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 16.22% | 89.97%-73.8pp | 78.03%-61.8pp | 172.34%-156.1pp |
| Employer contribution / active EE | $27,250 | $4,340+527.9% | $3,918+595.5% | $4,379+522.3% |
| Participant deferral / active EE | $11,500 | $7,078+62.5% | $6,513+76.6% | $6,730+70.9% |
| Admin fee / account holder | $41,043 | $11,698+250.8% | $11,058+271.2% | $14,365+185.7% |