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 4-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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,640 | $84,236-58.9% | $170,435-79.7% | $70,126-50.6% |
| Participation rate | 4.2% | 70.8%-66.7pp | 83.6%-79.4pp | 69.5%-65.4pp |
| Annual return | 16.94% | 23.06%-6.1pp | 205.94%-189.0pp | 73.15%-56.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,000 | $5,698-64.9% | $13,881-85.6% | $4,645-56.9% |