Filed January 21, 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.
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 | $122,113 | $48,337+152.6% | $67,560+80.7% | $80,959+50.8% |
| Participation rate | 46.6% | 66.4%-19.9pp | 72.9%-26.4pp | 67.7%-21.1pp |
| Annual return | 12.78% | 18.26%-5.5pp | 3533.50%-3520.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $2,741 | $2,023+35.5% | $2,737+0.2% | $2,757-0.6% |
| Participant deferral / active EE | $4,451 | $2,928+52.0% | $4,004+11.2% | $4,300+3.5% |
| Admin fee / account holder | $7,318 | $3,695+98.0% | $3,994+83.2% | $6,925+5.7% |