Filed August 17, 2021
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 | $43,483 | $54,370-20.0% | $82,763-47.5% | $68,490-36.5% |
| Participation rate | 61.3% | 63.9%-2.6pp | 72.6%-11.3pp | 67.9%-6.6pp |
| Annual return | 9.85% | -13.67%+23.5pp | 702.45%-692.6pp | -7.85%+17.7pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,017 | $3,247-68.7% | $4,395-76.9% | $4,028-74.7% |
| Admin fee / account holder | $768 | $4,398-82.5% | $5,325-85.6% | $5,403-85.8% |