Filed December 13, 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.
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 | $111,225 | $75,058+48.2% | $152,301-27.0% | $64,340+72.9% |
| Participation rate | 58.4% | 60.9%-2.5pp | 82.4%-24.1pp | 55.2%+3.1pp |
| Annual return | 17.23% | 29.93%-12.7pp | 80.50%-63.3pp | 24.14%-6.9pp |
| Employer contribution / active EE | $2,646 | $2,605+1.6% | $4,624-42.8% | $1,862+42.1% |
| Participant deferral / active EE | $5,085 | $5,041+0.9% | $8,004-36.5% | $2,980+70.6% |
| Admin fee / account holder | $5,793 | $4,050+43.0% | $14,398-59.8% | $3,703+56.5% |