Filed November 17, 2017
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 | $64,668 | $67,894-4.8% | $89,340-27.6% | $82,448-21.6% |
| Participation rate | 63.8% | 64.0%-0.2pp | 69.6%-5.7pp | 68.1%-4.2pp |
| Annual return | 13.67% | 19.21%-5.5pp | 20.57%-6.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $734 | $1,828-59.8% | $2,231-67.1% | $2,551-71.2% |
| Participant deferral / active EE | $2,038 | $3,072-33.7% | $3,823-46.7% | $4,139-50.8% |
| Admin fee / account holder | $2,023 | $5,723-64.7% | $6,704-69.8% | $7,234-72.0% |