Filed November 12, 2019 (most recent of 2 filings on file)
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,479 | $88,815-38.7% | $81,882-33.5% | $145,897-62.7% |
| Participation rate | 52.9% | 75.1%-22.1pp | 72.4%-19.4pp | 80.3%-27.4pp |
| Annual return | 12.52% | 1033.75%-1021.2pp | 779.47%-767.0pp | 552.29%-539.8pp |
| Employer contribution / active EE | $3,708 | $3,086+20.1% | $2,916+27.1% | $4,663-20.5% |
| Participant deferral / active EE | $4,665 | $4,647+0.4% | $4,323+7.9% | $6,689-30.3% |
| Admin fee / account holder | $12,330 | $8,434+46.2% | $7,360+67.5% | $13,390-7.9% |