Filed July 2, 2020
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 | $33,295 | $69,515-52.1% | $86,868-61.7% | $85,856-61.2% |
| Participation rate | 55.8% | 66.3%-10.5pp | 71.6%-15.8pp | 69.3%-13.5pp |
| Annual return | 13.66% | 20.12%-6.5pp | 63.53%-49.9pp | 318.58%-304.9pp |
| Employer contribution / active EE | $605 | $1,880-67.8% | $2,496-75.8% | $2,565-76.4% |
| Participant deferral / active EE | $2,249 | $2,919-22.9% | $3,699-39.2% | $3,952-43.1% |
| Admin fee / account holder | $1,854 | $5,972-69.0% | $5,829-68.2% | $6,261-70.4% |