Filed March 9, 2016
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 | $130,269 | $78,670+65.6% | $109,173+19.3% | $85,847+51.7% |
| Participation rate | 46.5% | 68.3%-21.8pp | 75.9%-29.4pp | 69.3%-22.8pp |
| Annual return | 13.26% | 25.09%-11.8pp | 25.75%-12.5pp | 318.61%-305.3pp |
| Employer contribution / active EE | $1,109 | $2,734-59.4% | $3,723-70.2% | $2,565-56.8% |
| Participant deferral / active EE | $2,474 | $3,467-28.7% | $4,654-46.8% | $3,952-37.4% |
| Admin fee / account holder | $2,690 | $5,469-50.8% | $6,755-60.2% | $6,261-57.0% |