Filed February 2, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $183,361 | $88,672+106.8% | $105,223+74.3% | $82,448+122.4% |
| Participation rate | 55.9% | 67.9%-12.0pp | 75.0%-19.2pp | 68.1%-12.2pp |
| Annual return | 16.49% | 30.86%-14.4pp | 180.65%-164.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,347 | $3,048-55.8% | $3,689-63.5% | $2,551-47.2% |
| Participant deferral / active EE | $3,266 | $4,036-19.1% | $5,072-35.6% | $4,139-21.1% |
| Admin fee / account holder | $6,063 | $7,146-15.2% | $8,859-31.6% | $7,234-16.2% |