Filed October 31, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,387 | $27,639-87.7% | $61,501-94.5% | $68,490-95.1% |
| Participation rate | 57.4% | 39.5%+17.9pp | 52.6%+4.9pp | 67.9%-10.4pp |
| Annual return | -13.57% | -13.19%-0.4pp | 339.04%-352.6pp | -7.85%-5.7pp |
| Employer contribution / active EE | $126 | $696-81.8% | $1,160-89.1% | $2,597-95.1% |
| Participant deferral / active EE | $770 | $1,264-39.1% | $2,125-63.8% | $4,028-80.9% |
| Admin fee / account holder | $909 | $2,012-54.8% | $2,132-57.4% | $5,403-83.2% |