Filed November 3, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $77,822 | $57,061+36.4% | $85,063-8.5% | $80,911-3.8% |
| Participation rate | 25.0% | 56.3%-31.3pp | 67.5%-42.5pp | 67.6%-42.6pp |
| Annual return | 15.95% | 21.66%-5.7pp | 66.54%-50.6pp | 35.63%-19.7pp |
| Employer contribution / active EE | -$1 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,189 | $3,110-61.8% | $4,523-73.7% | $4,297-72.3% |
| Admin fee / account holder | $2,579 | $4,986-48.3% | $6,155-58.1% | $6,935-62.8% |