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 | $113,389 | $64,719+75.2% | $112,249+1.0% | $68,486+65.6% |
| Participation rate | 62.9% | 67.2%-4.3pp | 75.1%-12.2pp | 67.9%-5.0pp |
| Annual return | -14.30% | -11.40%-2.9pp | 27.48%-41.8pp | -7.85%-6.4pp |
| Employer contribution / active EE | $1,393 | $2,747-49.3% | $3,636-61.7% | $2,597-46.3% |
| Participant deferral / active EE | $3,669 | $3,565+2.9% | $4,729-22.4% | $4,028-8.9% |
| Admin fee / account holder | $996 | $5,232-81.0% | $6,412-84.5% | $5,404-81.6% |