Filed January 14, 2020
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 | $30,879 | $55,437-44.3% | $155,534-80.1% | $74,459-58.5% |
| Participation rate | 47.4% | 61.9%-14.4pp | 78.2%-30.8pp | 67.2%-19.8pp |
| Annual return | 13.58% | 269.58%-256.0pp | 64.92%-51.3pp | 1369.70%-1356.1pp |
| Employer contribution / active EE | $910 | $2,266-59.9% | $4,675-80.5% | $2,626-65.4% |
| Participant deferral / active EE | $1,776 | $2,837-37.4% | $5,630-68.5% | $4,350-59.2% |
| Admin fee / account holder | $2,332 | $1,742+33.8% | $15,900-85.3% | $1,945+19.9% |