Filed January 8, 2015
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,325 | $55,437-5.6% | $155,534-66.4% | $74,459-29.7% |
| Participation rate | 54.2% | 61.9%-7.7pp | 78.2%-24.0pp | 67.2%-13.0pp |
| Annual return | 10.77% | 269.58%-258.8pp | 64.92%-54.1pp | 1369.70%-1358.9pp |
| Employer contribution / active EE | $1,142 | $2,266-49.6% | $4,675-75.6% | $2,626-56.5% |
| Participant deferral / active EE | $3,671 | $2,837+29.4% | $5,630-34.8% | $4,350-15.6% |
| Admin fee / account holder | $5,499 | $1,742+215.6% | $15,900-65.4% | $1,945+182.8% |