Filed June 1, 2021
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 | $58,443 | $74,661-21.7% | $160,784-63.7% | $67,986-14.0% |
| Participation rate | 67.8% | 57.1%+10.7pp | 77.0%-9.1pp | 57.2%+10.6pp |
| Annual return | 19.61% | 28.83%-9.2pp | 1803.92%-1784.3pp | 31.67%-12.1pp |
| Employer contribution / active EE | $2,074 | $1,829+13.4% | $3,733-44.4% | $2,019+2.7% |
| Participant deferral / active EE | $3,970 | $3,681+7.9% | $6,293-36.9% | $3,358+18.2% |
| Admin fee / account holder | $919 | $3,959-76.8% | $9,717-90.5% | $3,203-71.3% |