Filed February 2, 2018
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,282 | $94,699+10.1% | $185,441-43.8% | $65,306+59.7% |
| Participation rate | 62.6% | 64.2%-1.6pp | 80.3%-17.7pp | 57.7%+4.9pp |
| Annual return | 23.78% | 16.71%+7.1pp | 20.16%+3.6pp | 21.94%+1.8pp |
| Employer contribution / active EE | $2,243 | $2,381-5.8% | $4,672-52.0% | $1,967+14.0% |
| Participant deferral / active EE | $5,061 | $3,568+41.9% | $6,152-17.7% | $2,959+71.0% |
| Admin fee / account holder | $2,302 | $4,797-52.0% | $17,890-87.1% | $3,480-33.8% |